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DHMIX vs UBVVX
DHMIX vs UBVVX Comparison
Open Charts DHMIX vs UBVVX
Diamond Hill Small-Mid Cap I
Price$27.00
Change-$0.30 (-1.10%)
VolumeN/A
Net Assets869.9M
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
DHMIX vs UBVVX Comparison Chart in %
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DHMIX vs. UBVVX commentary
Nov 14, 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 DHMIX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. DHMIX (870M). UBVVX pays higher dividends than DHMIX: UBVVX (1.87) vs DHMIX (1.11). DHMIX was incepted earlier than UBVVX: DHMIX (20 years) vs UBVVX (9 years). UBVVX (0.95) 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 : -3.73 vs. UBVVX (-8.50). UBVVX return over 5 years is better than : 52.26 vs. DHMIX (32.33).
| DHMIX | UBVVX | DHMIX / UBVVX | |
| Total Expense Ratio | 0.92 | 0.90 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.95 | 97% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.682 | -1.548 | -432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 9.16B | 9% |
| Annual Yield % from dividends | 1.11 | 1.87 | 59% |
| Returns for 1 year | -3.73 | -8.50 | 44% |
| Returns for 3 years | 10.26 | 2.01 | 511% |
| Returns for 5 years | 32.33 | 52.26 | 62% |
| Returns for 10 years | 54.74 | N/A | - |
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