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CUSCX vs UBVVX
CUSCX vs UBVVX Comparison
Open Charts CUSCX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
CUSCX vs UBVVX Comparison Chart in %
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CUSCX vs. UBVVX commentary
Dec 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. CUSCX (9.7M). UBVVX pays higher dividends than CUSCX: UBVVX (1.84) vs CUSCX (0.96). CUSCX was incepted earlier than UBVVX: CUSCX (16 years) vs UBVVX (9 years). CUSCX (4.82) is less costly to investors than UBVVX (0.95). 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). UBVVX annual gain was more profitable for investors over the last year : -8.74 vs. CUSCX (-14.07). UBVVX return over 5 years is better than : 44.08 vs. CUSCX (5.27).
| CUSCX | UBVVX | CUSCX / UBVVX | |
| Total Expense Ratio | 2.00 | 0.90 | 222% |
| Annual Report Gross Expense Ratio | 4.82 | 0.95 | 507% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -0.173 | 0.869 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7M | 9.24B | 0% |
| Annual Yield % from dividends | 0.96 | 1.84 | 52% |
| Returns for 1 year | -14.07 | -8.74 | 161% |
| Returns for 3 years | -8.70 | 2.58 | -337% |
| Returns for 5 years | 5.27 | 44.08 | 12% |
| Returns for 10 years | -2.07 | N/A | - |
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