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CSCZX vs UBVVX
CSCZX vs UBVVX Comparison
Open Charts CSCZX vs UBVVX
Columbia Small Cap Value Discv Inst
Price$53.18
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets1.94B
Undiscovered Managers Behavioral Val R5
Price$78.88
Change+$0.34 (+0.43%)
VolumeN/A
Net Assets8.96B
CSCZX vs UBVVX Comparison Chart in %
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CSCZX vs. UBVVX commentary
Dec 26, 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 CSCZX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. CSCZX (1.94B). UBVVX pays higher dividends than CSCZX: UBVVX (1.84) vs CSCZX (0.93). CSCZX was incepted earlier than UBVVX: CSCZX (30 years) vs UBVVX (9 years). CSCZX (0.98) and UBVVX (0.94) have similar cost to investors . CSCZX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CSCZX: UBVVX (0) vs CSCZX (2000). CSCZX annual gain was more profitable for investors over the last year : 3.85 vs. UBVVX (-6.23). UBVVX return over 5 years is better than : 29.17 vs. CSCZX (23.90).
| CSCZX | UBVVX | CSCZX / UBVVX | |
| Total Expense Ratio | 0.95 | 0.90 | 106% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 4.117 | -6.073 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 8.96B | 22% |
| Annual Yield % from dividends | 0.93 | 1.84 | 51% |
| Returns for 1 year | 3.85 | -6.23 | -62% |
| Returns for 3 years | 23.33 | 8.24 | 283% |
| Returns for 5 years | 23.90 | 29.17 | 82% |
| Returns for 10 years | 41.00 | N/A | - |
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