Interact to see
Advertisement
Advertisement
NSDVX vs UBVVX
NSDVX vs UBVVX Comparison
Open Charts NSDVX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
NSDVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NSDVX vs. UBVVX commentary
Dec 04, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. NSDVX (83.5M). 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 (0.95). 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). UBVVX (-8.74) and NSDVX (-8.85) have marching annual gain over last year. UBVVX return over 5 years is better than : 44.08 vs. NSDVX (17.92).
| NSDVX | UBVVX | NSDVX / UBVVX | |
| Total Expense Ratio | 1.40 | 0.90 | 156% |
| Annual Report Gross Expense Ratio | 1.40 | 0.95 | 147% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -2.033 | 0.869 | -234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 9.24B | 1% |
| Annual Yield % from dividends | 2.84 | 1.84 | 155% |
| Returns for 1 year | -8.85 | -8.74 | 101% |
| Returns for 3 years | 4.01 | 2.58 | 155% |
| Returns for 5 years | 17.92 | 44.08 | 41% |
| Returns for 10 years | 48.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement