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SHDYX vs UBVVX
SHDYX vs UBVVX Comparison
Open Charts SHDYX vs UBVVX
American Beacon Shapiro SMID Cap Eq Y
Price$10.13
Change+$0.10 (+1.00%)
VolumeN/A
Net Assets28.94M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
SHDYX vs UBVVX Comparison Chart in %
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SHDYX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. SHDYX (28.9M). UBVVX pays higher dividends than SHDYX: UBVVX (1.77) vs SHDYX (0.00). SHDYX was incepted earlier than UBVVX: SHDYX (8 years) vs UBVVX (9 years). SHDYX (1.31) is less costly to investors than UBVVX (0.95). SHDYX is a more actively managed with annual turnover of: 43.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than SHDYX: UBVVX (0) vs SHDYX (100000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. SHDYX (-8.90). UBVVX return over 5 years is better than : 107.51 vs. SHDYX (30.48).
| SHDYX | UBVVX | SHDYX / UBVVX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 0.95 | 138% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -2.502 | 2.489 | -101% |
| 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 | 1.77 | - |
| Returns for 1 year | -8.90 | 0.31 | -2,895% |
| Returns for 3 years | 2.01 | 22.75 | 9% |
| Returns for 5 years | 30.48 | 107.51 | 28% |
| Returns for 10 years | N/A | N/A | - |
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