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DHMYX vs UBVVX
DHMYX vs UBVVX Comparison
Open Charts DHMYX vs UBVVX
Diamond Hill Small-Mid Cap Y
Price$26.72
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets887.36M
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
DHMYX vs UBVVX Comparison Chart in %
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DHMYX vs. UBVVX commentary
Dec 28, 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: 9.01B vs. DHMYX (887M). UBVVX pays higher dividends than DHMYX: UBVVX (1.84) vs DHMYX (1.23). DHMYX was incepted earlier than UBVVX: DHMYX (14 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than DHMYX (0.80). UBVVX is a more actively managed with annual turnover of: 35.00 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 : 3.24 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. DHMYX (21.99).
| DHMYX | UBVVX | DHMYX / UBVVX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.94 | 85% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 4.172 | -5.859 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 9.01B | 10% |
| Annual Yield % from dividends | 1.23 | 1.84 | 67% |
| Returns for 1 year | 3.24 | -6.34 | -51% |
| Returns for 3 years | 16.88 | 7.99 | 211% |
| Returns for 5 years | 21.99 | 29.46 | 75% |
| Returns for 10 years | 54.03 | N/A | - |
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