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OFSFX vs UBVVX
OFSFX vs UBVVX Comparison
Open Charts OFSFX vs UBVVX
Olstein Strategic Opportunities Adviser
Price$23.31
Change+$1.33 (+6.05%)
VolumeN/A
Net Assets47.11M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
OFSFX vs UBVVX Comparison Chart in %
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OFSFX vs. UBVVX commentary
Feb 05, 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 OFSFX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. OFSFX (47.1M). UBVVX pays higher dividends than OFSFX: UBVVX (1.73) vs OFSFX (0.25). OFSFX was incepted earlier than UBVVX: OFSFX (11 years) vs UBVVX (9 years). OFSFX (1.61) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. OFSFX (24.00). UBVVX has a lower initial minimum investment than OFSFX: UBVVX (0) vs OFSFX (1000). OFSFX annual gain was more profitable for investors over the last year : 7.80 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. OFSFX (-5.10).
| OFSFX | UBVVX | OFSFX / UBVVX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.61 | 0.94 | 171% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 6.780 | 5.130 | 132% |
| 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 | 0.25 | 1.73 | 14% |
| Returns for 1 year | 7.80 | -1.54 | -507% |
| Returns for 3 years | 2.78 | 4.94 | 56% |
| Returns for 5 years | -5.10 | 25.41 | -20% |
| Returns for 10 years | 93.76 | N/A | - |
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