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NWHDX vs UBVUX
NWHDX vs UBVUX Comparison
Open Charts NWHDX vs UBVUX
Nationwide Bailard Cogntv Val A
Price$16.28
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets111.11M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
NWHDX vs UBVUX Comparison Chart in %
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NWHDX vs. UBVUX commentary
Sep 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 NWHDX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. NWHDX (111M). UBVUX pays higher dividends than NWHDX: UBVUX (1.61) vs NWHDX (1.41). NWHDX was incepted earlier than UBVUX: NWHDX (20 years) vs UBVUX (9 years). NWHDX (1.43) is less costly to investors than UBVUX (1.11). NWHDX is a more actively managed with annual turnover of: 278.84 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than NWHDX: UBVUX (0) vs NWHDX (2000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. NWHDX (-2.38). UBVUX return over 5 years is better than : 105.87 vs. NWHDX (81.82).
| NWHDX | UBVUX | NWHDX / UBVUX | |
| Total Expense Ratio | 1.43 | 1.05 | 136% |
| Annual Report Gross Expense Ratio | 1.43 | 1.11 | 129% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 7.176 | 2.375 | 302% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 9.84B | 1% |
| Annual Yield % from dividends | 1.41 | 1.61 | 88% |
| Returns for 1 year | -2.38 | 0.14 | -1,740% |
| Returns for 3 years | 32.92 | 22.15 | 149% |
| Returns for 5 years | 81.82 | 105.87 | 77% |
| Returns for 10 years | 56.30 | N/A | - |
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