Interact to see
Advertisement
Advertisement
UBVLX vs UBVUX
UBVLX vs UBVUX Comparison
Open Charts UBVLX vs UBVUX
Undiscovered Managers Behavioral Val L
Price$86.19
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
UBVLX vs UBVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBVLX 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 UBVLX is a Buy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVLX (9.74B) and UBVUX (9.74B) have equal amount of cash in the bank . UBVLX pays higher dividends than UBVUX: UBVLX (1.75) vs UBVUX (1.61). UBVLX was incepted earlier than UBVUX: UBVLX (27 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than UBVLX (0.95). UBVLX (27.00) and UBVUX (27.00) have comparable annual turnover. UBVUX has a lower initial minimum investment than UBVLX: UBVUX (0) vs UBVLX (3000000). UBVLX annual gain was more profitable for investors over the last year : 0.31 vs. UBVUX (0.14). UBVLX (107.54) and UBVUX (105.87) have equivalent 5 years return.
| UBVLX | UBVUX | UBVLX / UBVUX | |
| Total Expense Ratio | 0.90 | 1.05 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 2.485 | 2.375 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 9.74B | 100% |
| Annual Yield % from dividends | 1.75 | 1.61 | 108% |
| Returns for 1 year | 0.31 | 0.14 | 227% |
| Returns for 3 years | 22.79 | 22.15 | 103% |
| Returns for 5 years | 107.54 | 105.87 | 102% |
| Returns for 10 years | 76.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers