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NDVAX vs UBVUX
NDVAX vs UBVUX Comparison
Open Charts NDVAX vs UBVUX
MFS New Discovery Value A
Price$17.78
Change+$0.18 (+1.02%)
VolumeN/A
Net Assets2.76B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
NDVAX vs UBVUX Comparison Chart in %
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NDVAX vs. UBVUX 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 NDVAX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. NDVAX (2.76B). UBVUX pays higher dividends than NDVAX: UBVUX (1.61) vs NDVAX (1.26). NDVAX was incepted earlier than UBVUX: NDVAX (14 years) vs UBVUX (9 years). NDVAX (1.22) is less costly to investors than UBVUX (1.11). NDVAX is a more actively managed with annual turnover of: 34.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than NDVAX: UBVUX (0) vs NDVAX (1000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. NDVAX (-5.12). UBVUX return over 5 years is better than : 105.87 vs. NDVAX (46.68).
| NDVAX | UBVUX | NDVAX / UBVUX | |
| Total Expense Ratio | 1.21 | 1.05 | 115% |
| Annual Report Gross Expense Ratio | 1.22 | 1.11 | 110% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -1.191 | 2.375 | -50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 9.74B | 28% |
| Annual Yield % from dividends | 1.26 | 1.61 | 78% |
| Returns for 1 year | -5.12 | 0.14 | -3,739% |
| Returns for 3 years | 18.01 | 22.15 | 81% |
| Returns for 5 years | 46.68 | 105.87 | 44% |
| Returns for 10 years | 56.16 | N/A | - |
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