ESPCX
Price
$31.30
Change
+$0.11 (+0.35%)
Updated
Oct 17 closing price
Net Assets
3.86B
UBVVX
Price
$83.71
Change
+$0.45 (+0.54%)
Updated
Oct 17 closing price
Net Assets
9.51B
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ESPCX vs UBVVX

Header iconESPCX vs UBVVX Comparison
Open Charts ESPCX vs UBVVXBanner chart's image
Allspring Special Small Cap Value C
Price$31.30
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets3.86B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
ESPCX vs UBVVX Comparison Chart in %
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ESPCX vs. UBVVX commentary
Oct 19, 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 ESPCX is a Hold and UBVVX is a Buy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. ESPCX (3.86B). UBVVX pays higher dividends than ESPCX: UBVVX (1.80) vs ESPCX (0.19). ESPCX was incepted earlier than UBVVX: ESPCX (25 years) vs UBVVX (9 years). ESPCX (1.99) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPCX (22.00). UBVVX has a lower initial minimum investment than ESPCX: UBVVX (0) vs ESPCX (1000). UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. ESPCX (-17.86). UBVVX return over 5 years is better than : 76.89 vs. ESPCX (17.68).
ESPCXUBVVXESPCX / UBVVX
Total Expense Ratio1.990.90221%
Annual Report Gross Expense Ratio1.990.95209%
Fund Existence25 years9 years-
Gain YTD-7.259-0.3222,258%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.86B9.51B41%
Annual Yield % from dividends0.191.8010%
Returns for 1 year-17.86-4.88366%
Returns for 3 years1.2311.1511%
Returns for 5 years17.6876.8923%
Returns for 10 years24.85N/A-
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