Interact to see
Advertisement
Advertisement
CSMIX vs UBVVX
CSMIX vs UBVVX Comparison
Open Charts CSMIX vs UBVVX
Columbia Small Cap Value Discv A
Price$44.01
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
Undiscovered Managers Behavioral Val R5
Price$78.88
Change+$0.34 (+0.43%)
VolumeN/A
Net Assets8.96B
CSMIX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMIX 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 CSMIX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. CSMIX (1.94B). UBVVX pays higher dividends than CSMIX: UBVVX (1.84) vs CSMIX (0.86). CSMIX was incepted earlier than UBVVX: CSMIX (39 years) vs UBVVX (9 years). CSMIX (1.23) is less costly to investors than UBVVX (0.94). CSMIX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CSMIX: UBVVX (0) vs CSMIX (2000). CSMIX annual gain was more profitable for investors over the last year : 1.51 vs. UBVVX (-6.23). UBVVX return over 5 years is better than : 29.17 vs. CSMIX (14.92).
| CSMIX | UBVVX | CSMIX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 1.763 | -6.073 | -29% |
| Front Load | 6% | 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 | 0.86 | 1.84 | 47% |
| Returns for 1 year | 1.51 | -6.23 | -24% |
| Returns for 3 years | 17.61 | 8.24 | 214% |
| Returns for 5 years | 14.92 | 29.17 | 51% |
| Returns for 10 years | 25.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers