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TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
Third Avenue Small Cap Value Instl
Price$21.04
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets178.71M
Undiscovered Managers Behavioral Val R5
Price$80.69
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets9.09B
TASCX vs UBVVX Comparison Chart in %
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TASCX vs. UBVVX commentary
Dec 14, 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 TASCX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.09B vs. TASCX (179M). UBVVX pays higher dividends than TASCX: UBVVX (1.84) vs TASCX (0.49). TASCX was incepted earlier than UBVVX: TASCX (29 years) vs UBVVX (9 years). TASCX (1.25) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TASCX (15.00). UBVVX has a lower initial minimum investment than TASCX: UBVVX (0) vs TASCX (10000). TASCX annual gain was more profitable for investors over the last year : 5.94 vs. UBVVX (-10.96). UBVVX return over 5 years is better than : 34.78 vs. TASCX (22.27).
| TASCX | UBVVX | TASCX / UBVVX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.25 | 0.94 | 133% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 13.060 | -3.727 | -350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 9.09B | 2% |
| Annual Yield % from dividends | 0.49 | 1.84 | 27% |
| Returns for 1 year | 5.94 | -10.96 | -54% |
| Returns for 3 years | 6.76 | 0.33 | 2,024% |
| Returns for 5 years | 22.27 | 34.78 | 64% |
| Returns for 10 years | 15.67 | N/A | - |
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