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BRUSX vs UBVVX
BRUSX vs UBVVX Comparison
Open Charts BRUSX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
BRUSX vs UBVVX Comparison Chart in %
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BRUSX 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 BRUSX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. BRUSX (94.2M). UBVVX pays higher dividends than BRUSX: UBVVX (1.73) vs BRUSX (0.30). BRUSX was incepted earlier than UBVVX: BRUSX (32 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 : 1.22 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. BRUSX (-14.87).
| BRUSX | UBVVX | BRUSX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 4.394 | 5.130 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.2M | 8.97B | 1% |
| Annual Yield % from dividends | 0.30 | 1.73 | 17% |
| Returns for 1 year | 1.22 | -1.54 | -79% |
| Returns for 3 years | 17.01 | 4.94 | 344% |
| Returns for 5 years | -14.87 | 25.41 | -59% |
| Returns for 10 years | 52.09 | N/A | - |
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