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CSCZX vs UBVVX
CSCZX vs UBVVX Comparison
Open Charts CSCZX vs UBVVX
Columbia Small Cap Value Discv Inst
Price$56.11
Change+$1.39 (+2.54%)
VolumeN/A
Net Assets2.08B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
CSCZX vs UBVVX Comparison Chart in %
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CSCZX vs. UBVVX commentary
Feb 04, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. CSCZX (2.08B). CSCZX pays higher dividends than UBVVX: CSCZX (1.87) vs UBVVX (1.73). CSCZX was incepted earlier than UBVVX: CSCZX (31 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 : 10.04 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. CSCZX (20.45).
| CSCZX | UBVVX | CSCZX / UBVVX | |
| Total Expense Ratio | 0.95 | 0.90 | 106% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 7.101 | 5.130 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 8.97B | 23% |
| Annual Yield % from dividends | 1.87 | 1.73 | 108% |
| Returns for 1 year | 10.04 | -1.54 | -653% |
| Returns for 3 years | 15.73 | 4.94 | 318% |
| Returns for 5 years | 20.45 | 25.41 | 81% |
| Returns for 10 years | 72.04 | N/A | - |
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