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NSDVX vs UBVVX
NSDVX vs UBVVX Comparison
Open Charts NSDVX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
NSDVX vs UBVVX Comparison Chart in %
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NSDVX vs. UBVVX commentary
Dec 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 NSDVX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. NSDVX (85.1M). NSDVX pays higher dividends than UBVVX: NSDVX (2.84) vs UBVVX (1.84). 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 : -2.24 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. NSDVX (14.69).
| 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 | -1.347 | -5.859 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 9.01B | 1% |
| Annual Yield % from dividends | 2.84 | 1.84 | 155% |
| Returns for 1 year | -2.24 | -6.34 | 35% |
| Returns for 3 years | 10.97 | 7.99 | 137% |
| Returns for 5 years | 14.69 | 29.46 | 50% |
| Returns for 10 years | 49.29 | N/A | - |
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