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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$20.14
Change+$1.41 (+7.53%)
VolumeN/A
Net Assets1.24B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX 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 BOSVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. BOSVX (1.24B). UBVVX pays higher dividends than BOSVX: UBVVX (1.73) vs BOSVX (1.42). BOSVX was incepted earlier than UBVVX: BOSVX (14 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than BOSVX (0.64). 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 : 12.87 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. BOSVX (21.82).
| BOSVX | UBVVX | BOSVX / UBVVX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.64 | 0.94 | 68% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.720 | 5.130 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 8.97B | 14% |
| Annual Yield % from dividends | 1.42 | 1.73 | 82% |
| Returns for 1 year | 12.87 | -1.54 | -837% |
| Returns for 3 years | 8.22 | 4.94 | 166% |
| Returns for 5 years | 21.82 | 25.41 | 86% |
| Returns for 10 years | 82.01 | N/A | - |
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