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SPSCX vs UBVVX
SPSCX vs UBVVX Comparison
Open Charts SPSCX vs UBVVX
Sterling Capital Behav Sm Cp Val Eq
Price$19.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.08M
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets8.96B
SPSCX vs UBVVX Comparison Chart in %
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SPSCX vs. UBVVX commentary
Dec 27, 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 SPSCX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. SPSCX (107M). UBVVX pays higher dividends than SPSCX: UBVVX (1.84) vs SPSCX (1.26). SPSCX was incepted earlier than UBVVX: SPSCX (29 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than SPSCX (0.84). SPSCX is a more actively managed with annual turnover of: 74.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSCX: UBVVX (0) vs SPSCX (1000000). SPSCX annual gain was more profitable for investors over the last year : 0.16 vs. UBVVX (-6.23). SPSCX return over 5 years is better than : 42.73 vs. UBVVX (29.17).
| SPSCX | UBVVX | SPSCX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 0.94 | 89% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 1.224 | -6.073 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 8.96B | 1% |
| Annual Yield % from dividends | 1.26 | 1.84 | 69% |
| Returns for 1 year | 0.16 | -6.23 | -3% |
| Returns for 3 years | 22.14 | 8.24 | 269% |
| Returns for 5 years | 42.73 | 29.17 | 146% |
| Returns for 10 years | 52.70 | N/A | - |
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