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DHSCX vs UBVVX
DHSCX vs UBVVX Comparison
Open Charts DHSCX vs UBVVX
Diamond Hill Small Cap I
Price$24.65
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets223.16M
Undiscovered Managers Behavioral Val R5
Price$86.85
Change+$0.74 (+0.86%)
VolumeN/A
Net Assets9.93B
DHSCX vs UBVVX Comparison Chart in %
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DHSCX vs. UBVVX commentary
Oct 05, 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 DHSCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.93B vs. DHSCX (223M). DHSCX pays higher dividends than UBVVX: DHSCX (4.36) vs UBVVX (1.80). DHSCX was incepted earlier than UBVVX: DHSCX (25 years) vs UBVVX (9 years). DHSCX (1.26) is less costly to investors than UBVVX (0.95). DHSCX is a more actively managed with annual turnover of: 43.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than DHSCX: UBVVX (0) vs DHSCX (2500). UBVVX annual gain was more profitable for investors over the last year : 2.23 vs. DHSCX (-0.16). UBVVX return over 5 years is better than : 95.90 vs. DHSCX (7.28).
| DHSCX | UBVVX | DHSCX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 7.127 | 3.417 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 9.93B | 2% |
| Annual Yield % from dividends | 4.36 | 1.80 | 242% |
| Returns for 1 year | -0.16 | 2.23 | -7% |
| Returns for 3 years | -8.97 | 16.46 | -54% |
| Returns for 5 years | 7.28 | 95.90 | 8% |
| Returns for 10 years | -15.45 | N/A | - |
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