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NDVBX vs UBVVX
NDVBX vs UBVVX Comparison
Open Charts NDVBX vs UBVVX
MFS New Discovery Value B
Price$16.32
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets2.73B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
NDVBX vs UBVVX Comparison Chart in %
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NDVBX 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 NDVBX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. NDVBX (2.73B). UBVVX pays higher dividends than NDVBX: UBVVX (1.73) vs NDVBX (0.20). NDVBX was incepted earlier than UBVVX: NDVBX (15 years) vs UBVVX (9 years). NDVBX (1.97) is less costly to investors than UBVVX (0.94). UBVVX (35.00) and NDVBX (34.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than NDVBX: UBVVX (0) vs NDVBX (1000). UBVVX annual gain was more profitable for investors over the last year : -1.54 vs. NDVBX (-2.88). UBVVX return over 5 years is better than : 25.41 vs. NDVBX (-0.44).
| NDVBX | UBVVX | NDVBX / UBVVX | |
| Total Expense Ratio | 1.96 | 0.90 | 218% |
| Annual Report Gross Expense Ratio | 1.97 | 0.94 | 210% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 6.597 | 5.130 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 8.97B | 30% |
| Annual Yield % from dividends | 0.20 | 1.73 | 11% |
| Returns for 1 year | -2.88 | -1.54 | 187% |
| Returns for 3 years | -5.20 | 4.94 | -105% |
| Returns for 5 years | -0.44 | 25.41 | -2% |
| Returns for 10 years | 54.76 | N/A | - |
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