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CUSCX vs UBVUX
CUSCX vs UBVUX Comparison
Open Charts CUSCX vs UBVUX
Cullen Small Cap Value C
Price$12.62
Change+$0.15 (+1.20%)
VolumeN/A
Net Assets10.25M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
CUSCX vs UBVUX Comparison Chart in %
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CUSCX vs. UBVUX commentary
Sep 27, 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 CUSCX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. CUSCX (10.2M). UBVUX pays higher dividends than CUSCX: UBVUX (1.61) vs CUSCX (0.34). CUSCX was incepted earlier than UBVUX: CUSCX (16 years) vs UBVUX (9 years). CUSCX (4.82) is less costly to investors than UBVUX (1.11). CUSCX is a more actively managed with annual turnover of: 72.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than CUSCX: UBVUX (0) vs CUSCX (1000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. CUSCX (-4.40). UBVUX return over 5 years is better than : 105.87 vs. CUSCX (52.23).
| CUSCX | UBVUX | CUSCX / UBVUX | |
| Total Expense Ratio | 2.00 | 1.05 | 190% |
| Annual Report Gross Expense Ratio | 4.82 | 1.11 | 434% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 5.499 | 2.375 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 9.74B | 0% |
| Annual Yield % from dividends | 0.34 | 1.61 | 21% |
| Returns for 1 year | -4.40 | 0.14 | -3,217% |
| Returns for 3 years | 11.39 | 22.15 | 51% |
| Returns for 5 years | 52.23 | 105.87 | 49% |
| Returns for 10 years | 12.43 | N/A | - |
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