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% | 64.90B | Sep 2011 | UBVLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | UBVLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | UBVLX vs VSMVX |
Best Risk-Adjusted Alternatives to UBVLX
UBVLX has a PortfoliosLab risk / return rank of 15. There are 118 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | UBVLX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | UBVLX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | UBVLX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | UBVLX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | UBVLX vs WSCVX |
Top Performing UBVLX Alternatives (YTD)
UBVLX is at 7.51% YTD. There are 118 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | UBVLX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | UBVLX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | UBVLX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | UBVLX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | UBVLX vs QRSVX |
Lowest Volatility Alternatives to UBVLX
UBVLX has 16.69% 1-year volatility. There are 37 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | UBVLX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | UBVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | UBVLX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | UBVLX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | 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 NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | UBVLX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | UBVLX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | UBVLX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | UBVLX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | UBVLX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | UBVLX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | UBVLX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | UBVLX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | UBVLX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | UBVLX vs ASFYX |
Often Compared With UBVLX
Investors most often compare UBVLX with PNSAX, AVUV, VSMAX. These 19 comparison targets span 6 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