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UBVCX vs UBVUX
UBVCX vs UBVUX Comparison
Open Charts UBVCX vs UBVUX
Undiscovered Managers Behavioral Val C
Price$76.14
Change+$0.84 (+1.12%)
VolumeN/A
Net Assets9.74B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
UBVCX vs UBVUX Comparison Chart in %
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UBVCX 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 UBVCX is a Buy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVCX (9.74B) and UBVUX (9.74B) have equal amount of cash in the bank . UBVUX pays higher dividends than UBVCX: UBVUX (1.61) vs UBVCX (1.17). UBVCX was incepted earlier than UBVUX: UBVCX (21 years) vs UBVUX (9 years). UBVCX (1.86) is less costly to investors than UBVUX (1.11). UBVCX (27.00) and UBVUX (27.00) have comparable annual turnover. UBVUX has a lower initial minimum investment than UBVCX: UBVUX (0) vs UBVCX (1000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. UBVCX (-0.85). UBVUX return over 5 years is better than : 105.87 vs. UBVCX (96.24).
| UBVCX | UBVUX | UBVCX / UBVUX | |
| Total Expense Ratio | 1.74 | 1.05 | 166% |
| Annual Report Gross Expense Ratio | 1.86 | 1.11 | 168% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 1.860 | 2.375 | 78% |
| Front Load | N/A | 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 | 1.17 | 1.61 | 72% |
| Returns for 1 year | -0.85 | 0.14 | -624% |
| Returns for 3 years | 18.43 | 22.15 | 83% |
| Returns for 5 years | 96.24 | 105.87 | 91% |
| Returns for 10 years | 57.57 | N/A | - |
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