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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$20.09
Change+$0.37 (+1.88%)
VolumeN/A
Net Assets1.2B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX vs. UBVVX commentary
Dec 04, 2025
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 BOSVX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. BOSVX (1.2B). UBVVX pays higher dividends than BOSVX: UBVVX (1.84) vs BOSVX (1.57). BOSVX was incepted earlier than UBVVX: BOSVX (14 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than BOSVX (0.63). UBVVX is a more actively managed with annual turnover of: 35.00 vs. BOSVX (31.00). BOSVX (0) and UBVVX (0) have matching initial minimum investment requirements. BOSVX annual gain was more profitable for investors over the last year : -6.95 vs. UBVVX (-8.74). UBVVX return over 5 years is better than : 44.08 vs. BOSVX (39.91).
| BOSVX | UBVVX | BOSVX / UBVVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.63 | 0.95 | 66% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 8.416 | 0.869 | 968% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 9.24B | 13% |
| Annual Yield % from dividends | 1.57 | 1.84 | 85% |
| Returns for 1 year | -6.95 | -8.74 | 80% |
| Returns for 3 years | -9.41 | 2.58 | -364% |
| Returns for 5 years | 39.91 | 44.08 | 91% |
| Returns for 10 years | 48.28 | N/A | - |
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