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% | 67.80B | 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 32. There are 113 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | UBVLX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | UBVLX vs RYSEX | |
| Aegis Value Fund Class I | 95 | — | May 1998 | UBVLX vs AVALX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | UBVLX vs TASCX | |
| Fidelity Small Cap Value Index Fund | 95 | — | Jul 2019 | UBVLX vs FISVX |
Top Performing UBVLX Alternatives (YTD)
UBVLX is at 14.19% YTD. There are 111 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | UBVLX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | UBVLX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | UBVLX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | UBVLX vs DHSCX | |
| Fidelity Small Cap Value Fund | 27.50% | — | Nov 2004 | UBVLX vs FCPVX |
Lowest Volatility Alternatives to UBVLX
UBVLX has 16.58% 1-year volatility. There are 39 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | UBVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | UBVLX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | UBVLX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | UBVLX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | 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 10 categories.
Often Compared With UBVLX
Investors most often compare UBVLX with PNSAX, AVUV, VSMAX. These 20 comparison targets span 12 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