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FMCVX vs UBVVX
FMCVX vs UBVVX Comparison
Open Charts FMCVX vs UBVVX
Franklin Mutual Small-Mid Cap Val R6
Price$25.30
Change-$0.94 (-3.58%)
VolumeN/A
Net Assets220.4M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
FMCVX vs UBVVX Comparison Chart in %
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FMCVX vs. UBVVX commentary
Feb 05, 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 FMCVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. FMCVX (220M). UBVVX pays higher dividends than FMCVX: UBVVX (1.73) vs FMCVX (0.60). FMCVX was incepted earlier than UBVVX: FMCVX (13 years) vs UBVVX (9 years). FMCVX (0.96) and UBVVX (0.94) have similar cost to investors . FMCVX is a more actively managed with annual turnover of: 104.36 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than FMCVX: UBVVX (0) vs FMCVX (1000000). FMCVX annual gain was more profitable for investors over the last year : -0.24 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. FMCVX (-12.18).
| FMCVX | UBVVX | FMCVX / UBVVX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 0.94 | 102% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 7.843 | 5.130 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 8.97B | 2% |
| Annual Yield % from dividends | 0.60 | 1.73 | 35% |
| Returns for 1 year | -0.24 | -1.54 | 16% |
| Returns for 3 years | -13.39 | 4.94 | -271% |
| Returns for 5 years | -12.18 | 25.41 | -48% |
| Returns for 10 years | -0.20 | N/A | - |
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