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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVX
Undiscovered Managers Behavioral Val C
Price$72.74
Change-$0.31 (-0.42%)
VolumeN/A
Net Assets9.16B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX 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 UBVCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVCX (9.16B) and UBVVX (9.16B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.87) vs UBVCX (1.23). UBVCX was incepted earlier than UBVVX: UBVCX (21 years) vs UBVVX (9 years). UBVCX (1.86) is less costly to investors than UBVVX (0.95). UBVCX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVCX: UBVVX (0) vs UBVCX (1000). UBVVX annual gain was more profitable for investors over the last year : -8.50 vs. UBVCX (-9.58). UBVVX return over 5 years is better than : 52.26 vs. UBVCX (43.97).
| UBVCX | UBVVX | UBVCX / UBVVX | |
| Total Expense Ratio | 1.74 | 0.90 | 193% |
| Annual Report Gross Expense Ratio | 1.86 | 0.95 | 196% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | -2.274 | -1.548 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 9.16B | 100% |
| Annual Yield % from dividends | 1.23 | 1.87 | 66% |
| Returns for 1 year | -9.58 | -8.50 | 113% |
| Returns for 3 years | -1.60 | 2.01 | -80% |
| Returns for 5 years | 43.97 | 52.26 | 84% |
| Returns for 10 years | 40.52 | N/A | - |
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