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NSVAX vs UBVVX
NSVAX vs UBVVX Comparison
Open Charts NSVAX vs UBVVX
Columbia Sm Cp Val and Inflection Inst
Price$14.44
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets821.13M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
NSVAX vs UBVVX Comparison Chart in %
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NSVAX 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 NSVAX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. NSVAX (821M). UBVVX pays higher dividends than NSVAX: UBVVX (1.73) vs NSVAX (0.72). NSVAX was incepted earlier than UBVVX: NSVAX (24 years) vs UBVVX (9 years). NSVAX (1.11) is less costly to investors than UBVVX (0.94). NSVAX is a more actively managed with annual turnover of: 70.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than NSVAX: UBVVX (0) vs NSVAX (2000). NSVAX annual gain was more profitable for investors over the last year : 0.79 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. NSVAX (-18.00).
| NSVAX | UBVVX | NSVAX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 0.94 | 118% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.165 | 5.130 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 8.97B | 9% |
| Annual Yield % from dividends | 0.72 | 1.73 | 42% |
| Returns for 1 year | 0.79 | -1.54 | -51% |
| Returns for 3 years | -13.94 | 4.94 | -282% |
| Returns for 5 years | -18.00 | 25.41 | -71% |
| Returns for 10 years | 12.55 | N/A | - |
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