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SHEAX vs UBVVX
SHEAX vs UBVVX Comparison
Open Charts SHEAX vs UBVVX
American Beacon Shapiro SMID Cap Eq A
Price$9.85
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets28.94M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
SHEAX vs UBVVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. SHEAX (28.9M). UBVVX pays higher dividends than SHEAX: UBVVX (1.77) vs SHEAX (0.00). SHEAX was incepted earlier than UBVVX: SHEAX (4 years) vs UBVVX (9 years). SHEAX (1.77) is less costly to investors than UBVVX (0.95). SHEAX is a more actively managed with annual turnover of: 43.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than SHEAX: UBVVX (0) vs SHEAX (2500). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. SHEAX (-9.30).
| SHEAX | UBVVX | SHEAX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.77 | 0.95 | 186% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -2.764 | 2.489 | -111% |
| 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 | 1.77 | - |
| Returns for 1 year | -9.30 | 0.31 | -3,024% |
| Returns for 3 years | 0.80 | 22.75 | 4% |
| Returns for 5 years | N/A | 107.51 | - |
| Returns for 10 years | N/A | N/A | - |
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