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QBNAX vs UBVVX
QBNAX vs UBVVX Comparison
Open Charts QBNAX vs UBVVX
Pear Tree Polaris Small Cap Instl
Price$34.88
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets93.03M
Undiscovered Managers Behavioral Val R5
Price$81.88
Change+$0.68 (+0.84%)
VolumeN/A
Net Assets9.14B
QBNAX vs UBVVX Comparison Chart in %
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QBNAX vs. UBVVX commentary
Jan 16, 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 QBNAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. QBNAX (93M). UBVVX pays higher dividends than QBNAX: UBVVX (1.80) vs QBNAX (0.87). QBNAX was incepted earlier than UBVVX: QBNAX (33 years) vs UBVVX (9 years). QBNAX (1.20) is less costly to investors than UBVVX (0.94). QBNAX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than QBNAX: UBVVX (0) vs QBNAX (1000000). QBNAX annual gain was more profitable for investors over the last year : 0.40 vs. UBVVX (-1.25). UBVVX return over 5 years is better than : 24.82 vs. QBNAX (21.13).
| QBNAX | UBVVX | QBNAX / UBVVX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.20 | 0.94 | 128% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 4.275 | 4.746 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 9.14B | 1% |
| Annual Yield % from dividends | 0.87 | 1.80 | 48% |
| Returns for 1 year | 0.40 | -1.25 | -32% |
| Returns for 3 years | 18.77 | 8.63 | 218% |
| Returns for 5 years | 21.13 | 24.82 | 85% |
| Returns for 10 years | 65.43 | N/A | - |
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