Interact to see
Advertisement
Advertisement
AVPAX vs UBVVX
AVPAX vs UBVVX Comparison
Open Charts AVPAX vs UBVVX
American Beacon Small Cp Val I
Price$23.88
Change+$0.49 (+2.09%)
VolumeN/A
Net Assets3.9B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
AVPAX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVPAX vs. UBVVX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVPAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. AVPAX (3.9B). UBVVX pays higher dividends than AVPAX: UBVVX (1.73) vs AVPAX (0.81). AVPAX was incepted earlier than UBVVX: AVPAX (27 years) vs UBVVX (9 years). AVPAX (1.15) is less costly to investors than UBVVX (0.94). AVPAX is a more actively managed with annual turnover of: 75.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than AVPAX: UBVVX (0) vs AVPAX (2500). AVPAX annual gain was more profitable for investors over the last year : 3.50 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. AVPAX (-4.50).
| AVPAX | UBVVX | AVPAX / UBVVX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.15 | 0.94 | 122% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 9.692 | 5.130 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 8.97B | 43% |
| Annual Yield % from dividends | 0.81 | 1.73 | 47% |
| Returns for 1 year | 3.50 | -1.54 | -228% |
| Returns for 3 years | 3.57 | 4.94 | 72% |
| Returns for 5 years | -4.50 | 25.41 | -18% |
| Returns for 10 years | 29.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers