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NSDVX vs UBVVX
NSDVX vs UBVVX Comparison
Open Charts NSDVX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
NSDVX vs UBVVX Comparison Chart in %
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NSDVX 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 NSDVX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. NSDVX (90.8M). NSDVX pays higher dividends than UBVVX: NSDVX (2.57) vs UBVVX (1.73). NSDVX was incepted earlier than UBVVX: NSDVX (13 years) vs UBVVX (9 years). NSDVX (1.40) is less costly to investors than UBVVX (0.94). UBVVX (35.00) and NSDVX (34.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than NSDVX: UBVVX (0) vs NSDVX (5000). NSDVX annual gain was more profitable for investors over the last year : 6.38 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. NSDVX (12.34).
| NSDVX | UBVVX | NSDVX / UBVVX | |
| Total Expense Ratio | 1.40 | 0.90 | 156% |
| Annual Report Gross Expense Ratio | 1.40 | 0.94 | 149% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 8.628 | 5.130 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 8.97B | 1% |
| Annual Yield % from dividends | 2.57 | 1.73 | 149% |
| Returns for 1 year | 6.38 | -1.54 | -415% |
| Returns for 3 years | 9.99 | 4.94 | 202% |
| Returns for 5 years | 12.34 | 25.41 | 49% |
| Returns for 10 years | 68.49 | N/A | - |
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