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BOSVX vs UBVVX
BOSVX vs UBVVX Comparison
Open Charts BOSVX vs UBVVX
Bridgeway Omni Small-Cap Value N
Price$18.48
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.17B
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets8.96B
BOSVX vs UBVVX Comparison Chart in %
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BOSVX vs. UBVVX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. BOSVX (1.17B). 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 (0.94) 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 : 1.37 vs. UBVVX (-6.23). UBVVX return over 5 years is better than : 29.17 vs. BOSVX (25.37).
| 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 | 1.815 | -6.073 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 8.96B | 13% |
| Annual Yield % from dividends | 1.57 | 1.84 | 85% |
| Returns for 1 year | 1.37 | -6.23 | -22% |
| Returns for 3 years | 8.22 | 8.24 | 100% |
| Returns for 5 years | 25.37 | 29.17 | 87% |
| Returns for 10 years | 43.52 | N/A | - |
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