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TDVFX vs UBVVX
TDVFX vs UBVVX Comparison
Open Charts TDVFX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
TDVFX vs UBVVX Comparison Chart in %
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TDVFX 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 TDVFX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. TDVFX (96.4M). UBVVX pays higher dividends than TDVFX: UBVVX (1.73) vs TDVFX (0.41). TDVFX was incepted earlier than UBVVX: TDVFX (14 years) vs UBVVX (9 years). TDVFX (1.15) is less costly to investors than UBVVX (0.94). TDVFX is a more actively managed with annual turnover of: 100.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than TDVFX: UBVVX (0) vs TDVFX (5000). TDVFX annual gain was more profitable for investors over the last year : 14.23 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. TDVFX (14.55).
| TDVFX | UBVVX | TDVFX / UBVVX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.15 | 0.94 | 122% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 13.592 | 5.130 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 8.97B | 1% |
| Annual Yield % from dividends | 0.41 | 1.73 | 24% |
| Returns for 1 year | 14.23 | -1.54 | -926% |
| Returns for 3 years | -6.04 | 4.94 | -122% |
| Returns for 5 years | 14.55 | 25.41 | 57% |
| Returns for 10 years | 70.23 | N/A | - |
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