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CUURX vs UBVVX
CUURX vs UBVVX Comparison
Open Charts CUURX vs UBVVX
Columbia Small Cap Value Discv Inst 2
Price$57.84
Change+$0.71 (+1.24%)
VolumeN/A
Net Assets1.81B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
CUURX vs UBVVX Comparison Chart in %
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CUURX vs. UBVVX commentary
Sep 29, 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 CUURX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. CUURX (1.81B). UBVVX pays higher dividends than CUURX: UBVVX (1.77) vs CUURX (1.01). CUURX was incepted earlier than UBVVX: CUURX (13 years) vs UBVVX (9 years). UBVVX (0.95) and CUURX (0.91) have similar cost to investors . CUURX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (27.00). CUURX (0) and UBVVX (0) have matching initial minimum investment requirements. CUURX annual gain was more profitable for investors over the last year : 9.85 vs. UBVVX (0.31). UBVVX return over 5 years is better than : 107.51 vs. CUURX (76.96).
| CUURX | UBVVX | CUURX / UBVVX | |
| Total Expense Ratio | 0.87 | 0.90 | 97% |
| Annual Report Gross Expense Ratio | 0.91 | 0.95 | 96% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 8.188 | 2.489 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 9.84B | 18% |
| Annual Yield % from dividends | 1.01 | 1.77 | 57% |
| Returns for 1 year | 9.85 | 0.31 | 3,203% |
| Returns for 3 years | 44.92 | 22.75 | 197% |
| Returns for 5 years | 76.96 | 107.51 | 72% |
| Returns for 10 years | 42.63 | N/A | - |
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