Interact to see
Advertisement
Advertisement
DHSCX vs UBVVX
DHSCX vs UBVVX Comparison
Open Charts DHSCX vs UBVVX
Diamond Hill Small Cap I
Price$25.10
Change+$0.45 (+1.83%)
VolumeN/A
Net Assets216.02M
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
DHSCX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DHSCX vs. UBVVX commentary
Dec 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. DHSCX (216M). DHSCX pays higher dividends than UBVVX: DHSCX (4.32) vs UBVVX (1.84). DHSCX was incepted earlier than UBVVX: DHSCX (25 years) vs UBVVX (9 years). DHSCX (1.26) is less costly to investors than UBVVX (0.95). DHSCX is a more actively managed with annual turnover of: 43.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than DHSCX: UBVVX (0) vs DHSCX (2500). UBVVX annual gain was more profitable for investors over the last year : -8.74 vs. DHSCX (-10.15). UBVVX return over 5 years is better than : 44.08 vs. DHSCX (-9.51).
| DHSCX | UBVVX | DHSCX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 7.475 | 0.869 | 860% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 9.24B | 2% |
| Annual Yield % from dividends | 4.32 | 1.84 | 235% |
| Returns for 1 year | -10.15 | -8.74 | 116% |
| Returns for 3 years | -15.46 | 2.58 | -599% |
| Returns for 5 years | -9.51 | 44.08 | -22% |
| Returns for 10 years | -15.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers