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BPSIX vs UBVVX
BPSIX vs UBVVX Comparison
Open Charts BPSIX vs UBVVX
Boston Partners Small Cap Value II I
Price$27.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets774.07M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
BPSIX vs UBVVX Comparison Chart in %
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BPSIX vs. UBVVX commentary
Feb 05, 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 BPSIX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. BPSIX (774M). UBVVX pays higher dividends than BPSIX: UBVVX (1.73) vs BPSIX (0.59). BPSIX was incepted earlier than UBVVX: BPSIX (28 years) vs UBVVX (9 years). BPSIX (1.12) is less costly to investors than UBVVX (0.94). BPSIX is a more actively managed with annual turnover of: 70.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than BPSIX: UBVVX (0) vs BPSIX (100000). BPSIX annual gain was more profitable for investors over the last year : 4.87 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. BPSIX (0.27).
| BPSIX | UBVVX | BPSIX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.12 | 0.94 | 119% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 4.844 | 5.130 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 8.97B | 9% |
| Annual Yield % from dividends | 0.59 | 1.73 | 34% |
| Returns for 1 year | 4.87 | -1.54 | -317% |
| Returns for 3 years | -0.87 | 4.94 | -18% |
| Returns for 5 years | 0.27 | 25.41 | 1% |
| Returns for 10 years | 59.51 | N/A | - |
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