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DHMIX vs UBVVX
DHMIX vs UBVVX Comparison
Open Charts DHMIX vs UBVVX
Diamond Hill Small-Mid Cap I
Price$27.08
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets874.58M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
DHMIX vs UBVVX Comparison Chart in %
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DHMIX vs. UBVVX commentary
Feb 05, 2026
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 DHMIX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. DHMIX (875M). UBVVX pays higher dividends than DHMIX: UBVVX (1.73) vs DHMIX (0.00). DHMIX was incepted earlier than UBVVX: DHMIX (20 years) vs UBVVX (9 years). UBVVX (0.94) and DHMIX (0.92) have similar cost to investors . UBVVX is a more actively managed with annual turnover of: 35.00 vs. DHMIX (22.00). UBVVX has a lower initial minimum investment than DHMIX: UBVVX (0) vs DHMIX (2500). DHMIX annual gain was more profitable for investors over the last year : 4.88 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. DHMIX (16.19).
| DHMIX | UBVVX | DHMIX / UBVVX | |
| Total Expense Ratio | 0.92 | 0.90 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.94 | 98% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 3.280 | 5.130 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 8.97B | 10% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 4.88 | -1.54 | -317% |
| Returns for 3 years | 4.47 | 4.94 | 91% |
| Returns for 5 years | 16.19 | 25.41 | 64% |
| Returns for 10 years | 69.96 | N/A | - |
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