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SHDIX vs UBVUX
SHDIX vs UBVUX Comparison
Open Charts SHDIX vs UBVUX
American Beacon Shapiro SMID Cap Eq R5
Price$10.12
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets28.7M
Undiscovered Managers Behavioral Val R4
Price$84.41
Change-$0.85 (-1.00%)
VolumeN/A
Net Assets9.84B
SHDIX vs UBVUX Comparison Chart in %
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SHDIX vs. UBVUX commentary
Sep 27, 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 SHDIX is a Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. SHDIX (28.7M). UBVUX pays higher dividends than SHDIX: UBVUX (1.61) vs SHDIX (0.00). SHDIX was incepted earlier than UBVUX: SHDIX (8 years) vs UBVUX (9 years). SHDIX (1.24) is less costly to investors than UBVUX (1.11). SHDIX is a more actively managed with annual turnover of: 43.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than SHDIX: UBVUX (0) vs SHDIX (250000). UBVUX annual gain was more profitable for investors over the last year : 0.04 vs. SHDIX (-9.72). UBVUX return over 5 years is better than : 105.67 vs. SHDIX (30.01).
| SHDIX | UBVUX | SHDIX / UBVUX | |
| Total Expense Ratio | 0.90 | 1.05 | 86% |
| Annual Report Gross Expense Ratio | 1.24 | 1.11 | 112% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -3.435 | 2.279 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.7M | 9.84B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -9.72 | 0.04 | -22,633% |
| Returns for 3 years | 1.30 | 22.04 | 6% |
| Returns for 5 years | 30.01 | 105.67 | 28% |
| Returns for 10 years | N/A | N/A | - |
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