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SHDPX vs UBVVX
SHDPX vs UBVVX Comparison
Open Charts SHDPX vs UBVVX
American Beacon Shapiro SMID Cap Eq I
Price$9.10
Change+$0.21 (+2.36%)
VolumeN/A
Net Assets24.39M
Undiscovered Managers Behavioral Val R5
Price$85.30
Change+$1.51 (+1.80%)
VolumeN/A
Net Assets9.28B
SHDPX vs UBVVX Comparison Chart in %
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SHDPX vs. UBVVX commentary
Feb 09, 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 SHDPX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.28B vs. SHDPX (24.4M). UBVVX pays higher dividends than SHDPX: UBVVX (1.73) vs SHDPX (0.00). SHDPX was incepted earlier than UBVVX: SHDPX (8 years) vs UBVVX (9 years). SHDPX (1.73) is less costly to investors than UBVVX (0.94). SHDPX is a more actively managed with annual turnover of: 67.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SHDPX: UBVVX (0) vs SHDPX (2500). UBVVX annual gain was more profitable for investors over the last year : 0.67 vs. SHDPX (-10.70). UBVVX return over 5 years is better than : 29.26 vs. SHDPX (-23.77).
| SHDPX | UBVVX | SHDPX / UBVVX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.73 | 0.94 | 184% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -0.979 | 9.121 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 9.28B | 0% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | -10.70 | 0.67 | -1,586% |
| Returns for 3 years | -23.78 | 9.39 | -253% |
| Returns for 5 years | -23.77 | 29.26 | -81% |
| Returns for 10 years | N/A | N/A | - |
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