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ESPIX vs UBVVX
ESPIX vs UBVVX Comparison
Open Charts ESPIX vs UBVVX
Allspring Special Small Cap Value Adm
Price$38.65
Change+$0.55 (+1.44%)
VolumeN/A
Net Assets3.65B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
ESPIX vs UBVVX Comparison Chart in %
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ESPIX 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 ESPIX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. ESPIX (3.65B). UBVVX pays higher dividends than ESPIX: UBVVX (1.73) vs ESPIX (0.72). ESPIX was incepted earlier than UBVVX: ESPIX (30 years) vs UBVVX (9 years). ESPIX (1.17) is less costly to investors than UBVVX (0.94). 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 : -1.54 vs. ESPIX (-2.60). UBVVX return over 5 years is better than : 25.41 vs. ESPIX (0.60).
| ESPIX | UBVVX | ESPIX / UBVVX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.17 | 0.94 | 124% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 6.768 | 5.130 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 8.97B | 41% |
| Annual Yield % from dividends | 0.72 | 1.73 | 42% |
| Returns for 1 year | -2.60 | -1.54 | 169% |
| Returns for 3 years | -0.53 | 4.94 | -11% |
| Returns for 5 years | 0.60 | 25.41 | 2% |
| Returns for 10 years | 63.73 | N/A | - |
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