Interact to see
Advertisement
Advertisement
RYMMX vs UBVVX
RYMMX vs UBVVX Comparison
Open Charts RYMMX vs UBVVX
Rydex S&P MidCap 400 Pure Value C
Price$63.06
Change-$0.69 (-1.08%)
VolumeN/A
Net Assets98.32M
Undiscovered Managers Behavioral Val R5
Price$80.69
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets9.09B
RYMMX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RYMMX vs. UBVVX commentary
Dec 14, 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 RYMMX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.09B vs. RYMMX (98.3M). UBVVX pays higher dividends than RYMMX: UBVVX (1.84) vs RYMMX (0.00). RYMMX was incepted earlier than UBVVX: RYMMX (22 years) vs UBVVX (9 years). RYMMX (2.34) is less costly to investors than UBVVX (0.94). RYMMX is a more actively managed with annual turnover of: 3996.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than RYMMX: UBVVX (0) vs RYMMX (2500). RYMMX annual gain was more profitable for investors over the last year : -3.69 vs. UBVVX (-10.96). UBVVX (34.78) and RYMMX (33.23) have equivalent 5 years return.
| RYMMX | UBVVX | RYMMX / UBVVX | |
| Total Expense Ratio | 2.29 | 0.90 | 254% |
| Annual Report Gross Expense Ratio | 2.34 | 0.94 | 249% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 9.423 | -3.727 | -253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 9.09B | 1% |
| Annual Yield % from dividends | 0.00 | 1.84 | - |
| Returns for 1 year | -3.69 | -10.96 | 34% |
| Returns for 3 years | 9.65 | 0.33 | 2,890% |
| Returns for 5 years | 33.23 | 34.78 | 96% |
| Returns for 10 years | 80.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement