Interact to see
Advertisement
Advertisement
CSMIX vs UBVVX
CSMIX vs UBVVX Comparison
Open Charts CSMIX vs UBVVX
Columbia Small Cap Value Discv A
Price$45.89
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets2.06B
Undiscovered Managers Behavioral Val R5
Price$81.88
Change+$0.68 (+0.84%)
VolumeN/A
Net Assets9.14B
CSMIX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMIX vs. UBVVX commentary
Jan 16, 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 CSMIX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. CSMIX (2.06B). CSMIX pays higher dividends than UBVVX: CSMIX (2.07) vs UBVVX (1.80). CSMIX was incepted earlier than UBVVX: CSMIX (40 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 : 7.93 vs. UBVVX (-1.25). UBVVX return over 5 years is better than : 24.82 vs. CSMIX (12.93).
| CSMIX | UBVVX | CSMIX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 40 years | 9 years | - |
| Gain YTD | 5.835 | 4.746 | 123% |
| Front Load | 6% | 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 | 2.07 | 1.80 | 115% |
| Returns for 1 year | 7.93 | -1.25 | -637% |
| Returns for 3 years | 15.47 | 8.63 | 179% |
| Returns for 5 years | 12.93 | 24.82 | 52% |
| Returns for 10 years | 52.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JSVZX | 26.16 | 0.23 | +0.89% |
| JPMorgan Small Cap Value R2 | |||
| CIREX | 78.45 | 0.31 | +0.40% |
| American Funds Capital Income Bldr 529E | |||
| EKSAX | 6.68 | N/A | N/A |
| Allspring Diversified Income Bldr A | |||
| IHOTX | 23.74 | -0.03 | -0.13% |
| Hartford International Opportunities R5 | |||
| HEOYX | 18.73 | -0.05 | -0.27% |
| Hartford Climate Opportunities Y | |||