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HSMTX vs UBVVX
HSMTX vs UBVVX Comparison
Open Charts HSMTX vs UBVVX
Hartford Small Cap Value R5
Price$13.71
Change+$0.19 (+1.41%)
VolumeN/A
Net Assets184.71M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
HSMTX vs UBVVX Comparison Chart in %
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HSMTX vs. UBVVX 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. HSMTX (185M). UBVVX pays higher dividends than HSMTX: UBVVX (1.77) vs HSMTX (1.61). HSMTX was incepted earlier than UBVVX: HSMTX (14 years) vs UBVVX (9 years). HSMTX (1.01) is less costly to investors than UBVVX (0.95). HSMTX is a more actively managed with annual turnover of: 46.00 vs. UBVVX (27.00). HSMTX (0) and UBVVX (0) have matching initial minimum investment requirements. HSMTX annual gain was more profitable for investors over the last year : 2.93 vs. UBVVX (0.31). UBVVX return over 5 years is better than : 107.51 vs. HSMTX (79.93).
| HSMTX | UBVVX | HSMTX / UBVVX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 0.95 | 106% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.330 | 2.489 | 53% |
| 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 | 1.77 | 91% |
| Returns for 1 year | 2.93 | 0.31 | 952% |
| Returns for 3 years | 34.05 | 22.75 | 150% |
| Returns for 5 years | 79.93 | 107.51 | 74% |
| Returns for 10 years | 25.66 | N/A | - |
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