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CUSCX vs UBVVX
CUSCX vs UBVVX Comparison
Open Charts CUSCX vs UBVVX
Cullen Small Cap Value C
Price$12.34
Change+$0.45 (+3.78%)
VolumeN/A
Net Assets10.12M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
CUSCX vs UBVVX Comparison Chart in %
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CUSCX 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 CUSCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. CUSCX (10.1M). UBVVX pays higher dividends than CUSCX: UBVVX (1.73) vs CUSCX (0.61). CUSCX was incepted earlier than UBVVX: CUSCX (16 years) vs UBVVX (9 years). CUSCX (5.22) is less costly to investors than UBVVX (0.94). CUSCX is a more actively managed with annual turnover of: 38.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than CUSCX: UBVVX (0) vs CUSCX (1000). CUSCX annual gain was more profitable for investors over the last year : 4.31 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. CUSCX (-1.75).
| CUSCX | UBVVX | CUSCX / UBVVX | |
| Total Expense Ratio | 2.00 | 0.90 | 222% |
| Annual Report Gross Expense Ratio | 5.22 | 0.94 | 555% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 7.304 | 5.130 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 8.97B | 0% |
| Annual Yield % from dividends | 0.61 | 1.73 | 35% |
| Returns for 1 year | 4.31 | -1.54 | -281% |
| Returns for 3 years | -1.04 | 4.94 | -21% |
| Returns for 5 years | -1.75 | 25.41 | -7% |
| Returns for 10 years | 24.89 | N/A | - |
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