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SPSDX vs UBVVX
SPSDX vs UBVVX Comparison
Open Charts SPSDX vs UBVVX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.90
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets70.89M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
SPSDX vs UBVVX Comparison Chart in %
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SPSDX vs. UBVVX commentary
Feb 05, 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 SPSDX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. SPSDX (70.9M). UBVVX pays higher dividends than SPSDX: UBVVX (1.73) vs SPSDX (1.01). SPSDX was incepted earlier than UBVVX: SPSDX (16 years) vs UBVVX (9 years). SPSDX (1.84) is less costly to investors than UBVVX (0.94). SPSDX is a more actively managed with annual turnover of: 89.59 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than SPSDX: UBVVX (0) vs SPSDX (1000). SPSDX annual gain was more profitable for investors over the last year : 3.80 vs. UBVVX (-1.54). SPSDX (26.34) and UBVVX (25.41) have equivalent 5 years return.
| SPSDX | UBVVX | SPSDX / UBVVX | |
| Total Expense Ratio | 1.84 | 0.90 | 204% |
| Annual Report Gross Expense Ratio | 1.84 | 0.94 | 196% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 6.719 | 5.130 | 131% |
| Front Load | N/A | 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 | 1.01 | 1.73 | 59% |
| Returns for 1 year | 3.80 | -1.54 | -247% |
| Returns for 3 years | 12.66 | 4.94 | 256% |
| Returns for 5 years | 26.34 | 25.41 | 104% |
| Returns for 10 years | 59.99 | N/A | - |
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