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UBVAX vs UBVVX
UBVAX vs UBVVX Comparison
Open Charts UBVAX vs UBVVX
Undiscovered Managers Behavioral Val A
Price$79.14
Change-$2.63 (-3.22%)
VolumeN/A
Net Assets8.97B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
UBVAX vs UBVVX Comparison Chart in %
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UBVAX vs. UBVVX commentary
Feb 04, 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 UBVAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX (8.97B) and UBVVX (8.97B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVAX: UBVVX (1.73) vs UBVAX (1.46). UBVAX was incepted earlier than UBVVX: UBVAX (22 years) vs UBVVX (9 years). UBVAX (1.34) is less costly to investors than UBVVX (0.94). 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 annual gain was more profitable for investors over the last year : -1.54 vs. UBVAX (-2.15). UBVVX return over 5 years is better than : 25.41 vs. UBVAX (22.50).
| UBVAX | UBVVX | UBVAX / UBVVX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.34 | 0.94 | 143% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 5.086 | 5.130 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 8.97B | 100% |
| Annual Yield % from dividends | 1.46 | 1.73 | 84% |
| Returns for 1 year | -2.15 | -1.54 | 140% |
| Returns for 3 years | 3.26 | 4.94 | 66% |
| Returns for 5 years | 22.50 | 25.41 | 89% |
| Returns for 10 years | 71.92 | N/A | - |
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