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UBVCX vs UBVVX
UBVCX vs UBVVX Comparison
Open Charts UBVCX vs UBVVX
Undiscovered Managers Behavioral Val C
Price$69.41
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets8.96B
Undiscovered Managers Behavioral Val R5
Price$78.88
Change+$0.34 (+0.43%)
VolumeN/A
Net Assets8.96B
UBVCX vs UBVVX Comparison Chart in %
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UBVCX vs. UBVVX commentary
Dec 26, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVCX (8.96B) and UBVVX (8.96B) have equal amount of cash in the bank . UBVVX pays higher dividends than UBVCX: UBVVX (1.84) vs UBVCX (1.21). 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 : -6.23 vs. UBVCX (-7.31). UBVVX return over 5 years is better than : 29.17 vs. UBVCX (21.76).
| UBVCX | UBVVX | UBVCX / UBVVX | |
| Total Expense Ratio | 1.74 | 0.90 | 193% |
| Annual Report Gross Expense Ratio | 1.84 | 0.94 | 196% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | -7.144 | -6.073 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 8.96B | 100% |
| Annual Yield % from dividends | 1.21 | 1.84 | 66% |
| Returns for 1 year | -7.31 | -6.23 | 117% |
| Returns for 3 years | 4.06 | 8.24 | 49% |
| Returns for 5 years | 21.76 | 29.17 | 75% |
| Returns for 10 years | 37.55 | N/A | - |
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