Undiscovered Managers Behavioral Value Fund (UBVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UBVLX
UBVLX charges 0.90% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among UBVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | UBVLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | UBVLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | UBVLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | UBVLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | UBVLX vs VSMVX |
Best Risk-Adjusted Alternatives to UBVLX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | UBVLX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | UBVLX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | UBVLX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | UBVLX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | UBVLX vs MMEYX |
Top Performing UBVLX Alternatives (YTD)
UBVLX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | UBVLX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | UBVLX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | UBVLX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | UBVLX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | UBVLX vs MMEYX |
Lowest Volatility Alternatives to UBVLX
UBVLX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | UBVLX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | UBVLX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | UBVLX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | UBVLX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | UBVLX vs TASCX |
Lowest Drawdown Alternatives to UBVLX
UBVLX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | UBVLX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | UBVLX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | UBVLX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | UBVLX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | UBVLX vs JMCRX |
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Often Compared With UBVLX
What investors most often compare with UBVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | UBVLX vs PNSAX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | UBVLX vs AVUV | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | UBVLX vs VSMAX | |
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 50 | -2.46% | Sep 8, 2011 | UBVLX vs FSSNX | |
| Fidelity Small Cap Value Fund | Small Cap Value Equities | 28 | -0.85% | Nov 3, 2004 | UBVLX vs FCPVX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | UBVLX vs QQQ | |
| BlackRock Advantage Small Cap Core Fund Class K | Small Cap Blend Equities | 53 | -1.90% | Mar 14, 2013 | UBVLX vs BDSKX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | UBVLX vs SPY |
Compare UBVLX with Any Fund or Stock
Compare UBVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.