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ESPNX vs UBVVX
ESPNX vs UBVVX Comparison
Open Charts ESPNX vs UBVVX
Allspring Special Small Cap Value Inst
Price$38.74
Change+$0.35 (+0.91%)
VolumeN/A
Net Assets4.05B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
ESPNX vs UBVVX Comparison Chart in %
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ESPNX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. ESPNX (4.05B). UBVVX pays higher dividends than ESPNX: UBVVX (1.77) vs ESPNX (1.14). ESPNX was incepted earlier than UBVVX: ESPNX (15 years) vs UBVVX (9 years). ESPNX (1.09) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 27.00 vs. ESPNX (22.00). UBVVX has a lower initial minimum investment than ESPNX: UBVVX (0) vs ESPNX (1000000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. ESPNX (-11.46). UBVVX return over 5 years is better than : 107.51 vs. ESPNX (42.34).
| ESPNX | UBVVX | ESPNX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.09 | 0.95 | 115% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -3.799 | 2.489 | -153% |
| 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 | 1.77 | 64% |
| Returns for 1 year | -11.46 | 0.31 | -3,728% |
| Returns for 3 years | 17.10 | 22.75 | 75% |
| Returns for 5 years | 42.34 | 107.51 | 39% |
| Returns for 10 years | 56.48 | N/A | - |
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