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TMVAX vs UBVVX
TMVAX vs UBVVX Comparison
Open Charts TMVAX vs UBVVX
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
TMVAX vs UBVVX Comparison Chart in %
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TMVAX vs. UBVVX commentary
Sep 28, 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 TMVAX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. TMVAX (85.2M). UBVVX pays higher dividends than TMVAX: UBVVX (1.77) vs TMVAX (1.49). TMVAX was incepted earlier than UBVVX: TMVAX (21 years) vs UBVVX (9 years). TMVAX (1.78) is less costly to investors than UBVVX (0.95). UBVVX is a more actively managed with annual turnover of: 27.00 vs. TMVAX (22.00). UBVVX has a lower initial minimum investment than TMVAX: UBVVX (0) vs TMVAX (1000). TMVAX annual gain was more profitable for investors over the last year : 3.83 vs. UBVVX (0.31). UBVVX return over 5 years is better than : 107.51 vs. TMVAX (46.19).
| TMVAX | UBVVX | TMVAX / UBVVX | |
| Total Expense Ratio | 1.47 | 0.90 | 163% |
| Annual Report Gross Expense Ratio | 1.78 | 0.95 | 187% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 7.821 | 2.489 | 314% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.2M | 9.74B | 1% |
| Annual Yield % from dividends | 1.49 | 1.77 | 84% |
| Returns for 1 year | 3.83 | 0.31 | 1,246% |
| Returns for 3 years | 15.34 | 22.75 | 67% |
| Returns for 5 years | 46.19 | 107.51 | 43% |
| Returns for 10 years | 21.22 | N/A | - |
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