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ESPIX vs UBVVX
ESPIX vs UBVVX Comparison
Open Charts ESPIX vs UBVVX
Allspring Special Small Cap Value Adm
Price$37.59
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets3.85B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
ESPIX vs UBVVX Comparison Chart in %
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ESPIX vs. UBVVX commentary
Oct 18, 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 ESPIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.47B vs. ESPIX (3.86B). UBVVX pays higher dividends than ESPIX: UBVVX (1.80) vs ESPIX (0.95). ESPIX was incepted earlier than UBVVX: ESPIX (29 years) vs UBVVX (9 years). ESPIX (1.17) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. ESPIX (22.00). UBVVX has a lower initial minimum investment than ESPIX: UBVVX (0) vs ESPIX (1000000). UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. ESPIX (-15.88). UBVVX return over 5 years is better than : 76.89 vs. ESPIX (25.73).
| ESPIX | UBVVX | ESPIX / UBVVX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.17 | 0.95 | 123% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -6.655 | -0.322 | 2,070% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 9.47B | 41% |
| Annual Yield % from dividends | 0.95 | 1.80 | 52% |
| Returns for 1 year | -15.88 | -4.88 | 325% |
| Returns for 3 years | 5.81 | 11.15 | 52% |
| Returns for 5 years | 25.73 | 76.89 | 33% |
| Returns for 10 years | 40.20 | N/A | - |
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