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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$18.97
Change-$0.26 (-1.35%)
VolumeN/A
Net Assets1.16B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX vs. UBVVX commentary
Nov 14, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. BOSVX (1.16B). UBVVX pays higher dividends than BOSVX: UBVVX (1.87) vs BOSVX (1.64). 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 : -7.54 vs. UBVVX (-8.50). UBVVX return over 5 years is better than : 52.26 vs. BOSVX (47.46).
| 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 | 5.776 | -1.548 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 9.16B | 13% |
| Annual Yield % from dividends | 1.64 | 1.87 | 88% |
| Returns for 1 year | -7.54 | -8.50 | 89% |
| Returns for 3 years | -11.42 | 2.01 | -569% |
| Returns for 5 years | 47.46 | 52.26 | 91% |
| Returns for 10 years | 48.84 | N/A | - |
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