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DHMYX vs UBVVX
DHMYX vs UBVVX Comparison
Open Charts DHMYX vs UBVVX
Diamond Hill Small-Mid Cap Y
Price$27.27
Change-$0.23 (-0.84%)
VolumeN/A
Net Assets896.43M
Undiscovered Managers Behavioral Val R5
Price$84.82
Change-$0.98 (-1.14%)
VolumeN/A
Net Assets9.8B
DHMYX vs UBVVX Comparison Chart in %
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DHMYX vs. UBVVX commentary
Oct 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DHMYX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.8B vs. DHMYX (896M). UBVVX pays higher dividends than DHMYX: UBVVX (1.80) vs DHMYX (1.24). DHMYX was incepted earlier than UBVVX: DHMYX (14 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than DHMYX (0.80). UBVVX is a more actively managed with annual turnover of: 27.00 vs. DHMYX (22.00). UBVVX has a lower initial minimum investment than DHMYX: UBVVX (0) vs DHMYX (500000). DHMYX annual gain was more profitable for investors over the last year : 0.28 vs. UBVVX (-0.73). UBVVX return over 5 years is better than : 78.92 vs. DHMYX (43.78).
| DHMYX | UBVVX | DHMYX / UBVVX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.95 | 84% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 6.316 | 1.000 | 631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 9.8B | 9% |
| Annual Yield % from dividends | 1.24 | 1.80 | 69% |
| Returns for 1 year | 0.28 | -0.73 | -39% |
| Returns for 3 years | 21.02 | 17.37 | 121% |
| Returns for 5 years | 43.78 | 78.92 | 55% |
| Returns for 10 years | 51.73 | N/A | - |
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