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DHMIX vs UBVVX
DHMIX vs UBVVX Comparison
Open Charts DHMIX vs UBVVX
Diamond Hill Small-Mid Cap I
Price$26.95
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets896.43M
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
DHMIX vs UBVVX Comparison Chart in %
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DHMIX vs. UBVVX commentary
Oct 19, 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: 9.51B vs. DHMIX (896M). UBVVX pays higher dividends than DHMIX: UBVVX (1.80) vs DHMIX (1.09). 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 : -3.59 vs. UBVVX (-4.88). UBVVX return over 5 years is better than : 76.89 vs. DHMIX (41.60).
| 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 | 5.315 | -0.322 | -1,653% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 9.51B | 9% |
| Annual Yield % from dividends | 1.09 | 1.80 | 60% |
| Returns for 1 year | -3.59 | -4.88 | 74% |
| Returns for 3 years | 14.68 | 11.15 | 132% |
| Returns for 5 years | 41.60 | 76.89 | 54% |
| Returns for 10 years | 49.05 | N/A | - |
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