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BRUSX vs UBVVX
BRUSX vs UBVVX Comparison
Open Charts BRUSX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
BRUSX vs UBVVX Comparison Chart in %
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BRUSX vs. UBVVX commentary
Dec 28, 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 BRUSX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. BRUSX (91.5M). UBVVX pays higher dividends than BRUSX: UBVVX (1.84) vs BRUSX (0.17). BRUSX was incepted earlier than UBVVX: BRUSX (31 years) vs UBVVX (9 years). BRUSX (1.21) is less costly to investors than UBVVX (0.94). BRUSX is a more actively managed with annual turnover of: 65.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than BRUSX: UBVVX (0) vs BRUSX (2000). BRUSX annual gain was more profitable for investors over the last year : -2.97 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. BRUSX (1.72).
| BRUSX | UBVVX | BRUSX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -2.375 | -5.859 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5M | 9.01B | 1% |
| Annual Yield % from dividends | 0.17 | 1.84 | 9% |
| Returns for 1 year | -2.97 | -6.34 | 47% |
| Returns for 3 years | 28.97 | 7.99 | 363% |
| Returns for 5 years | 1.72 | 29.46 | 6% |
| Returns for 10 years | 25.76 | N/A | - |
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