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UBVVX vs USBNX
UBVVX vs USBNX Comparison
Open Charts UBVVX vs USBNX
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
Pear Tree Polaris Small Cap Ord
Price$27.64
Change-$0.37 (-1.32%)
VolumeN/A
Net Assets95.92M
UBVVX vs USBNX Comparison Chart in %
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UBVVX vs. USBNX commentary
Feb 04, 2026
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 Buy and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. USBNX (95.9M). UBVVX pays higher dividends than USBNX: UBVVX (1.73) vs USBNX (0.72). UBVVX was incepted earlier than USBNX: UBVVX (9 years) vs USBNX (34 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 : 0.63 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. USBNX (14.13).
| 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 | 34 years | - |
| Gain YTD | 5.130 | 7.507 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 95.9M | 9,352% |
| Annual Yield % from dividends | 1.73 | 0.72 | 241% |
| Returns for 1 year | -1.54 | 0.63 | -243% |
| Returns for 3 years | 4.94 | 12.38 | 40% |
| Returns for 5 years | 25.41 | 14.13 | 180% |
| Returns for 10 years | N/A | 51.29 | - |
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