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SHEAX vs UBVUX
SHEAX vs UBVUX Comparison
Open Charts SHEAX vs UBVUX
American Beacon Shapiro SMID Cap Eq A
Price$9.85
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets28.94M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
SHEAX vs UBVUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. SHEAX (28.9M). UBVUX pays higher dividends than SHEAX: UBVUX (1.61) vs SHEAX (0.00). SHEAX was incepted earlier than UBVUX: SHEAX (4 years) vs UBVUX (9 years). SHEAX (1.77) is less costly to investors than UBVUX (1.11). SHEAX is a more actively managed with annual turnover of: 43.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than SHEAX: UBVUX (0) vs SHEAX (2500). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. SHEAX (-9.30).
| SHEAX | UBVUX | SHEAX / UBVUX | |
| Total Expense Ratio | 1.26 | 1.05 | 120% |
| Annual Report Gross Expense Ratio | 1.77 | 1.11 | 159% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -2.764 | 2.375 | -116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 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 | -9.30 | 0.14 | -6,797% |
| Returns for 3 years | 0.80 | 22.15 | 4% |
| Returns for 5 years | N/A | 105.87 | - |
| Returns for 10 years | N/A | N/A | - |
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