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TASCX vs UBVVX
TASCX vs UBVVX Comparison
Open Charts TASCX vs UBVVX
Third Avenue Small Cap Value Instl
Price$19.98
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets165.04M
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
TASCX vs UBVVX Comparison Chart in %
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TASCX vs. UBVVX commentary
Oct 19, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. TASCX (165M). UBVVX pays higher dividends than TASCX: UBVVX (1.80) vs TASCX (0.51). TASCX was incepted earlier than UBVVX: TASCX (29 years) vs UBVVX (9 years). TASCX (1.25) is less costly to investors than UBVVX (0.95). 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). UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. TASCX (-10.81). UBVVX return over 5 years is better than : 76.89 vs. TASCX (29.97).
| TASCX | UBVVX | TASCX / UBVVX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.25 | 0.95 | 132% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 6.503 | -0.322 | -2,023% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 9.51B | 2% |
| Annual Yield % from dividends | 0.51 | 1.80 | 28% |
| Returns for 1 year | -10.81 | -4.88 | 222% |
| Returns for 3 years | 5.06 | 11.15 | 45% |
| Returns for 5 years | 29.97 | 76.89 | 39% |
| Returns for 10 years | -8.94 | N/A | - |
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