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LRSYX vs UBVVX
LRSYX vs UBVVX Comparison
Open Charts LRSYX vs UBVVX
Lord Abbett Small Cap Value I
Price$21.51
Change+$0.75 (+3.61%)
VolumeN/A
Net Assets383.6M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
LRSYX vs UBVVX Comparison Chart in %
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LRSYX 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 LRSYX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. LRSYX (384M). UBVVX pays higher dividends than LRSYX: UBVVX (1.73) vs LRSYX (0.37). LRSYX was incepted earlier than UBVVX: LRSYX (28 years) vs UBVVX (9 years). LRSYX (0.96) and UBVVX (0.94) have similar cost to investors . LRSYX is a more actively managed with annual turnover of: 42.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than LRSYX: UBVVX (0) vs LRSYX (1000000). LRSYX annual gain was more profitable for investors over the last year : 2.83 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. LRSYX (6.94).
| LRSYX | UBVVX | LRSYX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 0.94 | 102% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 6.696 | 5.130 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 8.97B | 4% |
| Annual Yield % from dividends | 0.37 | 1.73 | 21% |
| Returns for 1 year | 2.83 | -1.54 | -184% |
| Returns for 3 years | 15.82 | 4.94 | 320% |
| Returns for 5 years | 6.94 | 25.41 | 27% |
| Returns for 10 years | 2.80 | N/A | - |
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