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DHSCX vs UBVUX
DHSCX vs UBVUX Comparison
Open Charts DHSCX vs UBVUX
Diamond Hill Small Cap I
Price$24.56
Change+$0.29 (+1.19%)
VolumeN/A
Net Assets223.16M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
DHSCX vs UBVUX Comparison Chart in %
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DHSCX vs. UBVUX commentary
Sep 29, 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 UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. DHSCX (223M). DHSCX pays higher dividends than UBVUX: DHSCX (4.31) vs UBVUX (1.61). DHSCX was incepted earlier than UBVUX: DHSCX (25 years) vs UBVUX (9 years). DHSCX (1.26) is less costly to investors than UBVUX (1.11). DHSCX is a more actively managed with annual turnover of: 43.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than DHSCX: UBVUX (0) vs DHSCX (2500). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. DHSCX (-0.83). UBVUX return over 5 years is better than : 105.87 vs. DHSCX (10.73).
| DHSCX | UBVUX | DHSCX / UBVUX | |
| Total Expense Ratio | 1.26 | 1.05 | 120% |
| Annual Report Gross Expense Ratio | 1.26 | 1.11 | 114% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 6.736 | 2.375 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 9.84B | 2% |
| Annual Yield % from dividends | 4.31 | 1.61 | 267% |
| Returns for 1 year | -0.83 | 0.14 | -607% |
| Returns for 3 years | -3.81 | 22.15 | -17% |
| Returns for 5 years | 10.73 | 105.87 | 10% |
| Returns for 10 years | -12.71 | N/A | - |
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