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DHSCX vs UBVVX
DHSCX vs UBVVX Comparison
Open Charts DHSCX vs UBVVX
Diamond Hill Small Cap I
Price$26.48
Change+$2.13 (+8.75%)
VolumeN/A
Net Assets236.11M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
DHSCX vs UBVVX Comparison Chart in %
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DHSCX vs. UBVVX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. DHSCX (236M). UBVVX pays higher dividends than DHSCX: UBVVX (1.73) vs DHSCX (0.00). DHSCX was incepted earlier than UBVVX: DHSCX (25 years) vs UBVVX (9 years). DHSCX (1.26) is less costly to investors than UBVVX (0.94). 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). DHSCX annual gain was more profitable for investors over the last year : 15.08 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. DHSCX (-11.44).
| DHSCX | UBVVX | DHSCX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.94 | 134% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 9.151 | 5.130 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 8.97B | 3% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 15.08 | -1.54 | -981% |
| Returns for 3 years | -0.65 | 4.94 | -13% |
| Returns for 5 years | -11.44 | 25.41 | -45% |
| Returns for 10 years | 1.85 | N/A | - |
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