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STSVX vs UBVVX
STSVX vs UBVVX Comparison
Open Charts STSVX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets8.96B
STSVX vs UBVVX Comparison Chart in %
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STSVX 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 STSVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. STSVX (51.1M). UBVVX pays higher dividends than STSVX: UBVVX (1.84) vs STSVX (1.49). STSVX was incepted earlier than UBVVX: STSVX (26 years) vs UBVVX (9 years). STSVX (1.11) is less costly to investors than UBVVX (0.94). STSVX is a more actively managed with annual turnover of: 44.75 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than STSVX: UBVVX (0) vs STSVX (1000). UBVVX annual gain was more profitable for investors over the last year : -6.23 vs. STSVX (-20.46). UBVVX return over 5 years is better than : 29.17 vs. STSVX (-29.02).
| STSVX | UBVVX | STSVX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.11 | 0.94 | 118% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | -20.022 | -6.073 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.1M | 8.96B | 1% |
| Annual Yield % from dividends | 1.49 | 1.84 | 81% |
| Returns for 1 year | -20.46 | -6.23 | 328% |
| Returns for 3 years | -23.09 | 8.24 | -280% |
| Returns for 5 years | -29.02 | 29.17 | -99% |
| Returns for 10 years | -28.05 | N/A | - |
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