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UBVAX vs UBVVX
UBVAX vs UBVVX Comparison
Open Charts UBVAX vs UBVVX
Undiscovered Managers Behavioral Val A
Price$79.34
Change-$0.34 (-0.43%)
VolumeN/A
Net Assets9.2B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
UBVAX vs UBVVX Comparison Chart in %
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UBVAX vs. UBVVX commentary
Nov 14, 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX (9.2B) and UBVVX (9.16B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVAX: UBVVX (1.87) vs UBVAX (1.58). UBVAX was incepted earlier than UBVVX: UBVAX (21 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 (-8.50) and UBVAX (-8.90) have marching annual gain over last year. UBVVX return over 5 years is better than : 52.26 vs. UBVAX (49.14).
| UBVAX | UBVVX | UBVAX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | -1.836 | -1.548 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 9.16B | 100% |
| Annual Yield % from dividends | 1.58 | 1.87 | 85% |
| Returns for 1 year | -8.90 | -8.50 | 105% |
| Returns for 3 years | 0.73 | 2.01 | 36% |
| Returns for 5 years | 49.14 | 52.26 | 94% |
| Returns for 10 years | 50.83 | N/A | - |
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