Interact to see
Advertisement
Advertisement
NDVCX vs UBVVX
NDVCX vs UBVVX Comparison
Open Charts NDVCX vs UBVVX
MFS New Discovery Value C
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.73B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
NDVCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVCX 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 NDVCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. NDVCX (2.73B). UBVVX pays higher dividends than NDVCX: UBVVX (1.73) vs NDVCX (0.33). NDVCX was incepted earlier than UBVVX: NDVCX (15 years) vs UBVVX (9 years). NDVCX (1.97) is less costly to investors than UBVVX (0.94). UBVVX (35.00) and NDVCX (34.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than NDVCX: UBVVX (0) vs NDVCX (1000). UBVVX annual gain was more profitable for investors over the last year : -1.54 vs. NDVCX (-2.95). UBVVX return over 5 years is better than : 25.41 vs. NDVCX (-0.82).
| NDVCX | UBVVX | NDVCX / 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 | 6.609 | 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 | 0.33 | 1.73 | 19% |
| Returns for 1 year | -2.95 | -1.54 | 192% |
| Returns for 3 years | -5.42 | 4.94 | -110% |
| Returns for 5 years | -0.82 | 25.41 | -3% |
| Returns for 10 years | 53.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers