Interact to see
Advertisement
Advertisement
BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$18.50
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
BOSVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOSVX vs. UBVVX commentary
Oct 18, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.47B vs. BOSVX (1.12B). UBVVX pays higher dividends than BOSVX: UBVVX (1.80) vs BOSVX (1.62). 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. UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. BOSVX (-8.10). UBVVX return over 5 years is better than : 76.89 vs. BOSVX (52.25).
| 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 | 1.760 | -0.322 | -547% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 9.47B | 12% |
| Annual Yield % from dividends | 1.62 | 1.80 | 90% |
| Returns for 1 year | -8.10 | -4.88 | 166% |
| Returns for 3 years | -7.50 | 11.15 | -67% |
| Returns for 5 years | 52.25 | 76.89 | 68% |
| Returns for 10 years | 41.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CRF | 7.99 | 0.05 | +0.63% |
| Cornerstone Total Return Fund | |||
| UAUG | 39.24 | 0.11 | +0.27% |
| Innovator U.S. Equity Ultra BufferETFAug | |||
| XRLX | 46.43 | 0.07 | +0.15% |
| FundX Conservative ETF | |||
| GPTY | 47.28 | -0.04 | -0.09% |
| YieldMax AI & Tech Portfolio Option Income ETF | |||
| ETHA | 28.94 | -0.30 | -1.03% |
| iShares Ethereum Trust ETF | |||