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OISVX vs UBVVX
OISVX vs UBVVX Comparison
Open Charts OISVX vs UBVVX
Optimum Small-Mid Cap Value Instl
Price$14.56
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets599.11M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
OISVX vs UBVVX Comparison Chart in %
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OISVX vs. UBVVX commentary
Sep 29, 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 OISVX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. OISVX (599M). UBVVX pays higher dividends than OISVX: UBVVX (1.77) vs OISVX (0.94). OISVX was incepted earlier than UBVVX: OISVX (22 years) vs UBVVX (9 years). OISVX (1.33) is less costly to investors than UBVVX (0.95). OISVX is a more actively managed with annual turnover of: 117.00 vs. UBVVX (27.00). OISVX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. OISVX (-5.27). UBVVX return over 5 years is better than : 107.51 vs. OISVX (40.95).
| OISVX | UBVVX | OISVX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.33 | 0.95 | 140% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.393 | 2.489 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 9.84B | 6% |
| Annual Yield % from dividends | 0.94 | 1.77 | 53% |
| Returns for 1 year | -5.27 | 0.31 | -1,714% |
| Returns for 3 years | 19.28 | 22.75 | 85% |
| Returns for 5 years | 40.95 | 107.51 | 38% |
| Returns for 10 years | 28.36 | N/A | - |
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