Undiscovered Managers Behavioral Value Fund (UBVLX) belongs to the Small 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 UBVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UBVLX
UBVLX charges 0.90% annually. There are 36 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | UBVLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | UBVLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | UBVLX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | UBVLX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | UBVLX vs VRTVX |
Best Risk-Adjusted Alternatives to UBVLX
UBVLX has a PortfoliosLab risk / return rank of 17. There are 122 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 90 | — | Jan 2003 | UBVLX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | UBVLX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | UBVLX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | UBVLX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | UBVLX vs GTTTX |
Top Performing UBVLX Alternatives (YTD)
UBVLX is at 8.94% YTD. There are 117 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 31.89% | — | Dec 1996 | UBVLX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | UBVLX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | UBVLX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | UBVLX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | UBVLX vs WSCVX |
Lowest Volatility Alternatives to UBVLX
UBVLX has 16.70% 1-year volatility. There are 36 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.60% | — | Sep 2017 | UBVLX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | UBVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | UBVLX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | UBVLX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | UBVLX vs ARSMX |
Lowest Drawdown Alternatives to UBVLX
UBVLX has a 1-year max drawdown of -10.32%. There are 71 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | UBVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | UBVLX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | UBVLX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | UBVLX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | UBVLX vs TSLTX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | UBVLX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | UBVLX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | UBVLX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | UBVLX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | UBVLX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | UBVLX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | UBVLX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | UBVLX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | UBVLX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | UBVLX vs FFANX |
Often Compared With UBVLX
Investors most often compare UBVLX with PNSAX, AVUV, FCPVX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare UBVLX with Any Fund or Stock
Compare UBVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UBVLX with funds that move differently
Undiscovered Managers Behavioral Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UBVLX.
Explore UBVLX Diversifiers