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SPSAX vs UBVVX
SPSAX vs UBVVX Comparison
Open Charts SPSAX vs UBVVX
Sterling Capital Behav Sm Cp Val Eq A
Price$20.39
Change+$0.23 (+1.14%)
VolumeN/A
Net Assets70.89M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
SPSAX vs UBVVX Comparison Chart in %
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SPSAX vs. UBVVX commentary
Feb 04, 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 SPSAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. SPSAX (70.9M). UBVVX pays higher dividends than SPSAX: UBVVX (1.73) vs SPSAX (1.30). SPSAX was incepted earlier than UBVVX: SPSAX (16 years) vs UBVVX (9 years). SPSAX (1.09) is less costly to investors than UBVVX (0.94). SPSAX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSAX: UBVVX (0) vs SPSAX (1000). SPSAX annual gain was more profitable for investors over the last year : 5.29 vs. UBVVX (-1.54). SPSAX return over 5 years is better than : 33.30 vs. UBVVX (25.41).
| SPSAX | UBVVX | SPSAX / UBVVX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.09 | 0.94 | 116% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 6.810 | 5.130 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 8.97B | 1% |
| Annual Yield % from dividends | 1.30 | 1.73 | 75% |
| Returns for 1 year | 5.29 | -1.54 | -344% |
| Returns for 3 years | 16.57 | 4.94 | 335% |
| Returns for 5 years | 33.30 | 25.41 | 131% |
| Returns for 10 years | 76.65 | N/A | - |
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