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HSMFX vs UBVVX
HSMFX vs UBVVX Comparison
Open Charts HSMFX vs UBVVX
Hartford Small Cap Value F
Price$13.11
Change+$0.21 (+1.63%)
VolumeN/A
Net Assets239.13M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
HSMFX vs UBVVX Comparison Chart in %
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HSMFX 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 HSMFX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. HSMFX (239M). UBVVX pays higher dividends than HSMFX: UBVVX (1.73) vs HSMFX (1.32). HSMFX was incepted earlier than UBVVX: HSMFX (9 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than HSMFX (0.89). HSMFX is a more actively managed with annual turnover of: 60.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than HSMFX: UBVVX (0) vs HSMFX (1000000). HSMFX annual gain was more profitable for investors over the last year : 4.44 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. HSMFX (21.34).
| HSMFX | UBVVX | HSMFX / UBVVX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 0.94 | 95% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.524 | 5.130 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 8.97B | 3% |
| Annual Yield % from dividends | 1.32 | 1.73 | 77% |
| Returns for 1 year | 4.44 | -1.54 | -289% |
| Returns for 3 years | 14.84 | 4.94 | 300% |
| Returns for 5 years | 21.34 | 25.41 | 84% |
| Returns for 10 years | N/A | N/A | - |
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