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UBVLX vs UBVVX
UBVLX vs UBVVX Comparison
Open Charts UBVLX vs UBVVX
Undiscovered Managers Behavioral Val L
Price$83.83
Change+$0.46 (+0.55%)
VolumeN/A
Net Assets9.51B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
UBVLX vs UBVVX Comparison Chart in %
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UBVLX 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 UBVLX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVLX (9.51B) and UBVVX (9.51B) have equal amount of cash in the bank . UBVVX (1.80) and UBVLX (1.78) have matching dividends . UBVLX was incepted earlier than UBVVX: UBVLX (27 years) vs UBVVX (9 years). UBVLX (0.95) and UBVVX (0.95) have similar cost to investors . UBVLX (35.00) and UBVVX (35.00) have comparable annual turnover. UBVVX has a lower initial minimum investment than UBVLX: UBVVX (0) vs UBVLX (3000000). UBVLX (-4.87) and UBVVX (-4.88) have marching annual gain over last year. UBVLX (76.94) and UBVVX (76.89) have equivalent 5 years return.
| UBVLX | UBVVX | UBVLX / UBVVX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 0.95 | 0.95 | 100% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -0.321 | -0.322 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 9.51B | 100% |
| Annual Yield % from dividends | 1.78 | 1.80 | 99% |
| Returns for 1 year | -4.87 | -4.88 | 100% |
| Returns for 3 years | 11.19 | 11.15 | 100% |
| Returns for 5 years | 76.94 | 76.89 | 100% |
| Returns for 10 years | 59.99 | N/A | - |
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