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CSCZX vs UBVVX
CSCZX vs UBVVX Comparison
Open Charts CSCZX vs UBVVX
Columbia Small Cap Value Discv Inst
Price$55.46
Change+$0.27 (+0.49%)
VolumeN/A
Net Assets2.06B
Undiscovered Managers Behavioral Val R5
Price$81.88
Change+$0.68 (+0.84%)
VolumeN/A
Net Assets9.14B
CSCZX vs UBVVX Comparison Chart in %
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CSCZX vs. UBVVX commentary
Jan 15, 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 CSCZX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. CSCZX (2.06B). CSCZX pays higher dividends than UBVVX: CSCZX (1.96) vs UBVVX (1.80). 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 : 10.29 vs. UBVVX (-1.25). UBVVX return over 5 years is better than : 24.82 vs. CSCZX (21.61).
| 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 | 5.860 | 4.746 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.14B | 23% |
| Annual Yield % from dividends | 1.96 | 1.80 | 109% |
| Returns for 1 year | 10.29 | -1.25 | -826% |
| Returns for 3 years | 20.94 | 8.63 | 243% |
| Returns for 5 years | 21.61 | 24.82 | 87% |
| Returns for 10 years | 70.90 | N/A | - |
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