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UBVAX vs UBVUX
UBVAX vs UBVUX Comparison
Open Charts UBVAX vs UBVUX
Undiscovered Managers Behavioral Val A
Price$82.99
Change+$0.91 (+1.11%)
VolumeN/A
Net Assets9.74B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
UBVAX vs UBVUX Comparison Chart in %
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UBVAX vs. UBVUX commentary
Sep 27, 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 UBVAX is a Buy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX (9.74B) and UBVUX (9.74B) have equal amount of cash in the bank . UBVUX pays higher dividends than UBVAX: UBVUX (1.61) vs UBVAX (1.50). UBVAX was incepted earlier than UBVUX: UBVAX (21 years) vs UBVUX (9 years). UBVAX (1.35) is less costly to investors than UBVUX (1.11). UBVAX (27.00) and UBVUX (27.00) have comparable annual turnover. UBVUX has a lower initial minimum investment than UBVAX: UBVUX (0) vs UBVAX (1000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. UBVAX (-0.12). UBVUX (105.87) and UBVAX (103.23) have equivalent 5 years return.
| UBVAX | UBVUX | UBVAX / UBVUX | |
| Total Expense Ratio | 1.24 | 1.05 | 118% |
| Annual Report Gross Expense Ratio | 1.35 | 1.11 | 122% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 2.242 | 2.375 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 9.74B | 100% |
| Annual Yield % from dividends | 1.50 | 1.61 | 93% |
| Returns for 1 year | -0.12 | 0.14 | -85% |
| Returns for 3 years | 21.22 | 22.15 | 96% |
| Returns for 5 years | 103.23 | 105.87 | 98% |
| Returns for 10 years | 69.13 | N/A | - |
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