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STSVX vs UBVVX
STSVX vs UBVVX Comparison
Open Charts STSVX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$84.69
Change+$2.51 (+3.05%)
VolumeN/A
Net Assets9.23B
STSVX vs UBVVX Comparison Chart in %
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STSVX 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 STSVX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.23B vs. STSVX (54.3M). UBVVX pays higher dividends than STSVX: UBVVX (1.73) vs STSVX (1.23). 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 : -1.54 vs. STSVX (-16.78). UBVVX return over 5 years is better than : 25.41 vs. STSVX (-30.88).
| 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 | 7.724 | 5.130 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3M | 9.23B | 1% |
| Annual Yield % from dividends | 1.23 | 1.73 | 71% |
| Returns for 1 year | -16.78 | -1.54 | 1,092% |
| Returns for 3 years | -25.76 | 4.94 | -521% |
| Returns for 5 years | -30.88 | 25.41 | -122% |
| Returns for 10 years | -15.90 | N/A | - |
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