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DHSCX vs UBVVX
DHSCX vs UBVVX Comparison
Open Charts DHSCX vs UBVVX
Diamond Hill Small Cap I
Price$24.57
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets211.73M
Undiscovered Managers Behavioral Val R5
Price$82.68
Change-$0.22 (-0.27%)
VolumeN/A
Net Assets9.3B
DHSCX vs UBVVX Comparison Chart in %
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DHSCX 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 DHSCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.3B vs. DHSCX (212M). DHSCX pays higher dividends than UBVVX: DHSCX (4.43) vs UBVVX (1.87). 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 (-8.50) and DHSCX (-8.68) have marching annual gain over last year. UBVVX return over 5 years is better than : 52.26 vs. DHSCX (-7.36).
| 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 | 6.780 | -1.548 | -438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 9.3B | 2% |
| Annual Yield % from dividends | 4.43 | 1.87 | 237% |
| Returns for 1 year | -8.68 | -8.50 | 102% |
| Returns for 3 years | -14.23 | 2.01 | -709% |
| Returns for 5 years | -7.36 | 52.26 | -14% |
| Returns for 10 years | -14.72 | N/A | - |
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