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TASZX vs UBVVX
TASZX vs UBVVX Comparison
Open Charts TASZX vs UBVVX
Third Avenue Small Cap Value Z
Price$20.45
Change+$0.23 (+1.14%)
VolumeN/A
Net Assets166.07M
Undiscovered Managers Behavioral Val R5
Price$84.64
Change+$1.32 (+1.58%)
VolumeN/A
Net Assets9.5B
TASZX vs UBVVX Comparison Chart in %
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TASZX vs. UBVVX commentary
Oct 17, 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 TASZX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.5B vs. TASZX (166M). UBVVX pays higher dividends than TASZX: UBVVX (1.80) vs TASZX (0.61). TASZX was incepted earlier than UBVVX: TASZX (8 years) vs UBVVX (9 years). TASZX (1.18) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 35.00 vs. TASZX (15.00). UBVVX has a lower initial minimum investment than TASZX: UBVVX (0) vs TASZX (25000). UBVVX annual gain was more profitable for investors over the last year : -4.18 vs. TASZX (-7.94). UBVVX return over 5 years is better than : 76.03 vs. TASZX (31.40).
| TASZX | UBVVX | TASZX / UBVVX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.18 | 0.95 | 124% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 7.211 | -0.786 | -918% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 9.5B | 2% |
| Annual Yield % from dividends | 0.61 | 1.80 | 34% |
| Returns for 1 year | -7.94 | -4.18 | 190% |
| Returns for 3 years | 8.97 | 14.71 | 61% |
| Returns for 5 years | 31.40 | 76.03 | 41% |
| Returns for 10 years | N/A | N/A | - |
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