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TASZX vs UBVVX
TASZX vs UBVVX Comparison
Open Charts TASZX vs UBVVX
Third Avenue Small Cap Value Z
Price$21.55
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets175.55M
Undiscovered Managers Behavioral Val R5
Price$83.98
Change-$0.73 (-0.86%)
VolumeN/A
Net Assets9.34B
TASZX vs UBVVX Comparison Chart in %
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TASZX vs. UBVVX commentary
Dec 04, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.34B vs. TASZX (176M). UBVVX pays higher dividends than TASZX: UBVVX (1.84) vs TASZX (0.58). 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). TASZX annual gain was more profitable for investors over the last year : -4.30 vs. UBVVX (-8.74). UBVVX return over 5 years is better than : 44.08 vs. TASZX (24.72).
| 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 | 14.316 | 0.869 | 1,647% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 9.34B | 2% |
| Annual Yield % from dividends | 0.58 | 1.84 | 32% |
| Returns for 1 year | -4.30 | -8.74 | 49% |
| Returns for 3 years | 4.83 | 2.58 | 187% |
| Returns for 5 years | 24.72 | 44.08 | 56% |
| Returns for 10 years | N/A | N/A | - |
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