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SHDYX vs UBVUX
SHDYX vs UBVUX Comparison
Open Charts SHDYX vs UBVUX
American Beacon Shapiro SMID Cap Eq Y
Price$10.13
Change+$0.10 (+1.00%)
VolumeN/A
Net Assets28.94M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
SHDYX vs UBVUX Comparison Chart in %
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SHDYX vs. UBVUX commentary
Sep 29, 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 SHDYX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. SHDYX (28.9M). UBVUX pays higher dividends than SHDYX: UBVUX (1.61) vs SHDYX (0.00). SHDYX was incepted earlier than UBVUX: SHDYX (8 years) vs UBVUX (9 years). SHDYX (1.31) is less costly to investors than UBVUX (1.11). SHDYX is a more actively managed with annual turnover of: 43.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than SHDYX: UBVUX (0) vs SHDYX (100000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. SHDYX (-8.90). UBVUX return over 5 years is better than : 105.87 vs. SHDYX (30.48).
| SHDYX | UBVUX | SHDYX / UBVUX | |
| Total Expense Ratio | 0.97 | 1.05 | 92% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -2.502 | 2.375 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 9.84B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -8.90 | 0.14 | -6,507% |
| Returns for 3 years | 2.01 | 22.15 | 9% |
| Returns for 5 years | 30.48 | 105.87 | 29% |
| Returns for 10 years | N/A | N/A | - |
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