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LFVCX vs UBVVX
LFVCX vs UBVVX Comparison
Open Charts LFVCX vs UBVVX
Lord Abbett Focused Small Cap Value C
Price$28.77
Change+$1.33 (+4.85%)
VolumeN/A
Net Assets92.82M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
LFVCX vs UBVVX Comparison Chart in %
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LFVCX 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 LFVCX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. LFVCX (92.8M). UBVVX pays higher dividends than LFVCX: UBVVX (1.73) vs LFVCX (0.00). LFVCX was incepted earlier than UBVVX: LFVCX (7 years) vs UBVVX (9 years). LFVCX (2.10) is less costly to investors than UBVVX (0.94). LFVCX is a more actively managed with annual turnover of: 77.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LFVCX: UBVVX (0) vs LFVCX (1500). LFVCX annual gain was more profitable for investors over the last year : 2.02 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. LFVCX (-0.03).
| LFVCX | UBVVX | LFVCX / UBVVX | |
| Total Expense Ratio | 2.03 | 0.90 | 226% |
| Annual Report Gross Expense Ratio | 2.10 | 0.94 | 223% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 7.111 | 5.130 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 8.97B | 1% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 2.02 | -1.54 | -131% |
| Returns for 3 years | 4.39 | 4.94 | 89% |
| Returns for 5 years | -0.03 | 25.41 | -0% |
| Returns for 10 years | N/A | N/A | - |
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