UBVCX
Price
$74.45
Change
+$2.21 (+3.06%)
Updated
Feb 4 closing price
Net Assets
9.23B
UBVVX
Price
$84.69
Change
+$2.51 (+3.05%)
Updated
Feb 4 closing price
Net Assets
9.23B
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UBVCX vs UBVVX

Header iconUBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVXBanner chart's image
Undiscovered Managers Behavioral Val C
Price$74.45
Change+$2.21 (+3.06%)
VolumeN/A
Net Assets9.23B
Undiscovered Managers Behavioral Val R5
Price$84.69
Change+$2.51 (+3.05%)
VolumeN/A
Net Assets9.23B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Feb 06, 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 UBVCX is a Buy and UBVVX is a Buy.

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FUNDAMENTALS
Fundamentals
UBVCX (9.23B) and UBVVX (9.23B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.73) vs UBVCX (1.13). UBVCX was incepted earlier than UBVVX: UBVCX (22 years) vs UBVVX (9 years). UBVCX (1.84) is less costly to investors than UBVVX (0.94). 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 : 0.48 vs. UBVCX (-1.31). UBVVX return over 5 years is better than : 28.34 vs. UBVCX (20.22).
UBVCXUBVVXUBVCX / UBVVX
Total Expense Ratio1.740.90193%
Annual Report Gross Expense Ratio1.840.94196%
Fund Existence22 years9 years-
Gain YTD8.2598.34199%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.23B9.23B100%
Annual Yield % from dividends1.131.7365%
Returns for 1 year-1.310.48-275%
Returns for 3 years3.298.1540%
Returns for 5 years20.2228.3471%
Returns for 10 years64.02N/A-
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