UBVCX
Price
$74.01
Change
+$0.40 (+0.54%)
Updated
Oct 17 closing price
Net Assets
9.47B
UBVVX
Price
$83.71
Change
+$0.45 (+0.54%)
Updated
Oct 17 closing price
Net Assets
9.47B
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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$74.01
Change+$0.40 (+0.54%)
VolumeN/A
Net Assets9.47B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
UBVCX (9.47B) and UBVVX (9.47B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.80) vs UBVCX (1.19). 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 : -4.88 vs. UBVCX (-5.99). UBVVX return over 5 years is better than : 76.89 vs. UBVCX (67.27).
UBVCXUBVVXUBVCX / UBVVX
Total Expense Ratio1.740.90193%
Annual Report Gross Expense Ratio1.860.95196%
Fund Existence21 years9 years-
Gain YTD-0.990-0.322308%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.47B9.47B100%
Annual Yield % from dividends1.191.8066%
Returns for 1 year-5.99-4.88123%
Returns for 3 years7.2311.1565%
Returns for 5 years67.2776.8987%
Returns for 10 years42.72N/A-
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