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OFSCX vs UBVVX
OFSCX vs UBVVX Comparison
Open Charts OFSCX vs UBVVX
Olstein Strategic Opportunities C
Price$18.91
Change+$0.97 (+5.41%)
VolumeN/A
Net Assets47.11M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
OFSCX vs UBVVX Comparison Chart in %
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OFSCX 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 OFSCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. OFSCX (47.1M). UBVVX pays higher dividends than OFSCX: UBVVX (1.73) vs OFSCX (0.00). OFSCX was incepted earlier than UBVVX: OFSCX (19 years) vs UBVVX (9 years). OFSCX (2.61) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. OFSCX (24.00). UBVVX has a lower initial minimum investment than OFSCX: UBVVX (0) vs OFSCX (1000). OFSCX annual gain was more profitable for investors over the last year : 6.12 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. OFSCX (-12.94).
| OFSCX | UBVVX | OFSCX / UBVVX | |
| Total Expense Ratio | 2.35 | 0.90 | 261% |
| Annual Report Gross Expense Ratio | 2.61 | 0.94 | 278% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 6.716 | 5.130 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 8.97B | 1% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 6.12 | -1.54 | -398% |
| Returns for 3 years | -1.97 | 4.94 | -40% |
| Returns for 5 years | -12.94 | 25.41 | -51% |
| Returns for 10 years | 68.84 | N/A | - |
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