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UBVVX vs USBNX
UBVVX vs USBNX Comparison
Open Charts UBVVX vs USBNX
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
Pear Tree Polaris Small Cap Ord
Price$26.15
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets91.44M
UBVVX vs USBNX Comparison Chart in %
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UBVVX vs. USBNX 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 UBVVX is a Hold and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. USBNX (91.4M). UBVVX pays higher dividends than USBNX: UBVVX (1.84) vs USBNX (0.35). UBVVX was incepted earlier than USBNX: UBVVX (9 years) vs USBNX (33 years). USBNX (1.42) is less costly to investors than UBVVX (0.94). USBNX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than USBNX: UBVVX (0) vs USBNX (2500). USBNX annual gain was more profitable for investors over the last year : -4.63 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. USBNX (15.87).
| UBVVX | USBNX | UBVVX / USBNX | |
| Total Expense Ratio | 0.90 | 1.42 | 63% |
| Annual Report Gross Expense Ratio | 0.94 | 1.42 | 66% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -5.859 | -3.256 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 91.4M | 9,852% |
| Annual Yield % from dividends | 1.84 | 0.35 | 528% |
| Returns for 1 year | -6.34 | -4.63 | 137% |
| Returns for 3 years | 7.99 | 15.23 | 52% |
| Returns for 5 years | 29.46 | 15.87 | 186% |
| Returns for 10 years | N/A | 22.75 | - |
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