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COVAX vs UBVVX
COVAX vs UBVVX Comparison
Open Charts COVAX vs UBVVX
Columbia Sm Cp Val and Inflection A
Price$13.10
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets827.91M
Undiscovered Managers Behavioral Val R5
Price$80.69
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets9.09B
COVAX vs UBVVX Comparison Chart in %
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COVAX vs. UBVVX commentary
Dec 14, 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 COVAX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.09B vs. COVAX (828M). UBVVX pays higher dividends than COVAX: UBVVX (1.84) vs COVAX (1.11). COVAX was incepted earlier than UBVVX: COVAX (24 years) vs UBVVX (9 years). COVAX (1.36) is less costly to investors than UBVVX (0.94). COVAX is a more actively managed with annual turnover of: 70.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than COVAX: UBVVX (0) vs COVAX (2000). COVAX (-10.92) and UBVVX (-10.96) have marching annual gain over last year. UBVVX return over 5 years is better than : 34.78 vs. COVAX (-13.66).
| COVAX | UBVVX | COVAX / UBVVX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.36 | 0.94 | 145% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -5.101 | -3.727 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 9.09B | 9% |
| Annual Yield % from dividends | 1.11 | 1.84 | 60% |
| Returns for 1 year | -10.92 | -10.96 | 100% |
| Returns for 3 years | -14.61 | 0.33 | -4,374% |
| Returns for 5 years | -13.66 | 34.78 | -39% |
| Returns for 10 years | -7.61 | N/A | - |
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