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ESPRX vs UBVVX
ESPRX vs UBVVX Comparison
Open Charts ESPRX vs UBVVX
Allspring Special Small Cap Value R6
Price$38.75
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 Assets9.84B
ESPRX vs UBVVX Comparison Chart in %
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ESPRX vs. UBVVX commentary
Sep 29, 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 ESPRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. ESPRX (4.05B). UBVVX pays higher dividends than ESPRX: UBVVX (1.77) vs ESPRX (1.23). ESPRX was incepted earlier than UBVVX: ESPRX (11 years) vs UBVVX (9 years). ESPRX (0.99) and UBVVX (0.95) have similar cost to investors . UBVVX is a more actively managed with annual turnover of: 27.00 vs. ESPRX (22.00). ESPRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. ESPRX (-11.37). UBVVX return over 5 years is better than : 107.51 vs. ESPRX (42.81).
| ESPRX | UBVVX | ESPRX / UBVVX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 0.99 | 0.95 | 104% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -3.703 | 2.489 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 9.84B | 41% |
| Annual Yield % from dividends | 1.23 | 1.77 | 70% |
| Returns for 1 year | -11.37 | 0.31 | -3,698% |
| Returns for 3 years | 17.30 | 22.75 | 76% |
| Returns for 5 years | 42.81 | 107.51 | 40% |
| Returns for 10 years | 57.44 | N/A | - |
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