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HSMTX vs UBVUX
HSMTX vs UBVUX Comparison
Open Charts HSMTX vs UBVUX
Hartford Small Cap Value R5
Price$13.71
Change+$0.19 (+1.41%)
VolumeN/A
Net Assets184.71M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
HSMTX vs UBVUX Comparison Chart in %
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HSMTX vs. UBVUX commentary
Sep 27, 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 HSMTX is a Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. HSMTX (185M). UBVUX (1.61) and HSMTX (1.61) have matching dividends . HSMTX was incepted earlier than UBVUX: HSMTX (14 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than HSMTX (1.01). HSMTX is a more actively managed with annual turnover of: 46.00 vs. UBVUX (27.00). HSMTX (0) and UBVUX (0) have matching initial minimum investment requirements. HSMTX annual gain was more profitable for investors over the last year : 2.93 vs. UBVUX (0.14). UBVUX return over 5 years is better than : 105.87 vs. HSMTX (79.93).
| HSMTX | UBVUX | HSMTX / UBVUX | |
| Total Expense Ratio | 0.91 | 1.05 | 87% |
| Annual Report Gross Expense Ratio | 1.01 | 1.11 | 91% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.330 | 2.375 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 9.74B | 2% |
| Annual Yield % from dividends | 1.61 | 1.61 | 100% |
| Returns for 1 year | 2.93 | 0.14 | 2,139% |
| Returns for 3 years | 34.05 | 22.15 | 154% |
| Returns for 5 years | 79.93 | 105.87 | 75% |
| Returns for 10 years | 25.66 | N/A | - |
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