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RYMVX vs UBVUX
RYMVX vs UBVUX Comparison
Open Charts RYMVX vs UBVUX
Rydex S&P MidCap 400 Pure Value A
Price$78.64
Change+$0.36 (+0.46%)
VolumeN/A
Net Assets7.1M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
RYMVX vs UBVUX Comparison Chart in %
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RYMVX vs. UBVUX commentary
Sep 28, 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 RYMVX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. RYMVX (7.1M). UBVUX pays higher dividends than RYMVX: UBVUX (1.61) vs RYMVX (0.00). RYMVX was incepted earlier than UBVUX: RYMVX (21 years) vs UBVUX (9 years). RYMVX (1.60) is less costly to investors than UBVUX (1.11). RYMVX is a more actively managed with annual turnover of: 3996.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than RYMVX: UBVUX (0) vs RYMVX (2500). RYMVX annual gain was more profitable for investors over the last year : 3.98 vs. UBVUX (0.14). UBVUX return over 5 years is better than : 105.87 vs. RYMVX (91.71).
| RYMVX | UBVUX | RYMVX / UBVUX | |
| Total Expense Ratio | 1.55 | 1.05 | 148% |
| Annual Report Gross Expense Ratio | 1.60 | 1.11 | 144% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 7.564 | 2.375 | 318% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1M | 9.84B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | 3.98 | 0.14 | 2,909% |
| Returns for 3 years | 33.01 | 22.15 | 149% |
| Returns for 5 years | 91.71 | 105.87 | 87% |
| Returns for 10 years | 102.73 | N/A | - |
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