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UBVAX vs UBVVX
UBVAX vs UBVVX Comparison
Open Charts UBVAX vs UBVVX
Undiscovered Managers Behavioral Val A
Price$81.62
Change+$0.70 (+0.87%)
VolumeN/A
Net Assets9.24B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
UBVAX vs UBVVX Comparison Chart in %
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UBVAX 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 UBVAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVAX (9.24B) and UBVVX (9.24B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVAX: UBVVX (1.84) vs UBVAX (1.56). UBVAX was incepted earlier than UBVVX: UBVAX (22 years) vs UBVVX (9 years). UBVAX (1.35) is less costly to investors than UBVVX (0.95). UBVAX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVAX: UBVVX (0) vs UBVAX (1000). UBVVX (-8.74) and UBVAX (-9.13) have marching annual gain over last year. UBVVX return over 5 years is better than : 44.08 vs. UBVAX (41.14).
| UBVAX | UBVVX | UBVAX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 0.554 | 0.869 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 9.24B | 100% |
| Annual Yield % from dividends | 1.56 | 1.84 | 85% |
| Returns for 1 year | -9.13 | -8.74 | 104% |
| Returns for 3 years | 1.29 | 2.58 | 50% |
| Returns for 5 years | 41.14 | 44.08 | 93% |
| Returns for 10 years | 50.88 | N/A | - |
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