Undiscovered Managers Behavioral Value Fund Class R6 (UBVFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UBVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UBVFX
UBVFX charges 0.80% annually. There are 174 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | UBVFX vs FBLEX | |
| Dimensional Financial Leaders Fund | 0.01% | — | May 2013 | UBVFX vs DFP | |
| The Gabelli Equity Trust Inc | 0.01% | — | Aug 1986 | UBVFX vs GAB | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | UBVFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | UBVFX vs SWLVX |
Best Risk-Adjusted Alternatives to UBVFX
UBVFX has a PortfoliosLab risk / return rank of 15. There are 308 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | UBVFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | UBVFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | UBVFX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | UBVFX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | UBVFX vs SABTX |
Top Performing UBVFX Alternatives (YTD)
UBVFX is at 7.56% YTD. There are 229 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | UBVFX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | UBVFX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | UBVFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | UBVFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | UBVFX vs PXTIX |
Lowest Volatility Alternatives to UBVFX
UBVFX has 16.70% 1-year volatility. There are 322 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | UBVFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | UBVFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | UBVFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | UBVFX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | UBVFX vs FLCCX |
Lowest Drawdown Alternatives to UBVFX
UBVFX has a 1-year max drawdown of -10.31%. There are 303 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | UBVFX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | UBVFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | UBVFX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | UBVFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | UBVFX vs SVAIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | UBVFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | UBVFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | UBVFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | UBVFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | UBVFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | UBVFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | UBVFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | UBVFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | UBVFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | UBVFX vs VHIAX |
Often Compared With UBVFX
Investors most often compare UBVFX with AVERX, LEXCX, TMMAX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Value Focused Fund | Large Cap Value Equities | 14 | 17.13% | — | Jan 1984 | UBVFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 53 | 18.37% | — | Nov 1935 | UBVFX vs LEXCX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | Large Cap Value Equities | 22 | 5.01% | — | Dec 2007 | UBVFX vs TMMAX | |
| Upright Growth & Income Fund | Large Cap Value Equities | — | — | — | Oct 2017 | UBVFX vs UPDDX | |
| BNY Mellon Equity Income Fund | Large Cap Value Equities | 92 | 15.67% | — | Jul 2006 | UBVFX vs DQIRX | |
| Neiman Large Cap Value Fund | Large Cap Value Equities | 94 | 17.29% | — | Apr 2003 | UBVFX vs NEIMX | |
| Thompson LargeCap Fund | Large Cap Value Equities | 92 | 12.02% | — | Feb 1992 | UBVFX vs THPGX | |
| American Century Equity Income Fund | Large Cap Value Equities | 41 | 6.14% | 6.45B | Aug 1994 | UBVFX vs TWEIX |
Compare UBVFX with Any Fund or Stock
Compare UBVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UBVFX with funds that move differently
Undiscovered Managers Behavioral Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UBVFX.
Explore UBVFX Diversifiers