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UBVLX vs UBVVX
UBVLX vs UBVVX Comparison
Open Charts UBVLX vs UBVVX
Undiscovered Managers Behavioral Val L
Price$79.19
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets9.01B
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
UBVLX vs UBVVX Comparison Chart in %
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UBVLX vs. UBVVX commentary
Dec 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVLX (9.01B) and UBVVX (9.01B) have equal amount of cash in the bank . UBVVX (1.84) and UBVLX (1.82) have matching dividends . UBVLX was incepted earlier than UBVVX: UBVLX (27 years) vs UBVVX (9 years). UBVLX (0.94) and UBVVX (0.94) 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 (-6.32) and UBVVX (-6.34) have marching annual gain over last year. UBVLX (29.53) and UBVVX (29.46) have equivalent 5 years return.
| UBVLX | UBVVX | UBVLX / UBVVX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 0.94 | 0.94 | 100% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -5.838 | -5.859 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 9.01B | 100% |
| Annual Yield % from dividends | 1.82 | 1.84 | 99% |
| Returns for 1 year | -6.32 | -6.34 | 100% |
| Returns for 3 years | 8.03 | 7.99 | 101% |
| Returns for 5 years | 29.53 | 29.46 | 100% |
| Returns for 10 years | 54.75 | N/A | - |
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