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SPSCX vs UBVVX
SPSCX vs UBVVX Comparison
Open Charts SPSCX vs UBVVX
Sterling Capital Behav Sm Cp Val Eq
Price$20.70
Change+$0.27 (+1.32%)
VolumeN/A
Net Assets70.89M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
SPSCX vs UBVVX Comparison Chart in %
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SPSCX 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 SPSCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. SPSCX (70.9M). UBVVX pays higher dividends than SPSCX: UBVVX (1.73) vs SPSCX (1.39). 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: 89.59 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 : 5.66 vs. UBVVX (-1.54). SPSCX return over 5 years is better than : 35.44 vs. UBVVX (25.41).
| 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 | 6.866 | 5.130 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 8.97B | 1% |
| Annual Yield % from dividends | 1.39 | 1.73 | 81% |
| Returns for 1 year | 5.66 | -1.54 | -368% |
| Returns for 3 years | 17.71 | 4.94 | 358% |
| Returns for 5 years | 35.44 | 25.41 | 139% |
| Returns for 10 years | 82.07 | N/A | - |
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