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SHDIX vs UBVVX
SHDIX vs UBVVX Comparison
Open Charts SHDIX vs UBVVX
American Beacon Shapiro SMID Cap Eq R5
Price$10.12
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets28.7M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
SHDIX vs UBVVX Comparison Chart in %
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SHDIX vs. UBVVX 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. SHDIX (28.7M). UBVVX pays higher dividends than SHDIX: UBVVX (1.77) vs SHDIX (0.00). SHDIX was incepted earlier than UBVVX: SHDIX (8 years) vs UBVVX (9 years). SHDIX (1.24) is less costly to investors than UBVVX (0.95). SHDIX is a more actively managed with annual turnover of: 43.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than SHDIX: UBVVX (0) vs SHDIX (250000). UBVVX annual gain was more profitable for investors over the last year : 0.21 vs. SHDIX (-9.72). UBVVX return over 5 years is better than : 107.32 vs. SHDIX (30.01).
| SHDIX | UBVVX | SHDIX / UBVVX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.95 | 131% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -3.435 | 2.393 | -144% |
| 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 | 1.77 | - |
| Returns for 1 year | -9.72 | 0.21 | -4,538% |
| Returns for 3 years | 1.30 | 22.64 | 6% |
| Returns for 5 years | 30.01 | 107.32 | 28% |
| Returns for 10 years | N/A | N/A | - |
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