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ESPNX vs UBVUX
ESPNX vs UBVUX Comparison
Open Charts ESPNX vs UBVUX
Allspring Special Small Cap Value Inst
Price$38.74
Change+$0.35 (+0.91%)
VolumeN/A
Net Assets4.05B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
ESPNX vs UBVUX Comparison Chart in %
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ESPNX vs. UBVUX commentary
Sep 28, 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 ESPNX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. ESPNX (4.05B). UBVUX pays higher dividends than ESPNX: UBVUX (1.61) vs ESPNX (1.14). ESPNX was incepted earlier than UBVUX: ESPNX (15 years) vs UBVUX (9 years). UBVUX (1.11) and ESPNX (1.09) have similar cost to investors . UBVUX is a more actively managed with annual turnover of: 27.00 vs. ESPNX (22.00). UBVUX has a lower initial minimum investment than ESPNX: UBVUX (0) vs ESPNX (1000000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. ESPNX (-11.46). UBVUX return over 5 years is better than : 105.87 vs. ESPNX (42.34).
| ESPNX | UBVUX | ESPNX / UBVUX | |
| Total Expense Ratio | 1.09 | 1.05 | 104% |
| Annual Report Gross Expense Ratio | 1.09 | 1.11 | 98% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -3.799 | 2.375 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 9.74B | 42% |
| Annual Yield % from dividends | 1.14 | 1.61 | 71% |
| Returns for 1 year | -11.46 | 0.14 | -8,378% |
| Returns for 3 years | 17.10 | 22.15 | 77% |
| Returns for 5 years | 42.34 | 105.87 | 40% |
| Returns for 10 years | 56.48 | N/A | - |
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