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HTSCX vs UBVVX
HTSCX vs UBVVX Comparison
Open Charts HTSCX vs UBVVX
Hartford Small Cap Value C
Price$10.61
Change+$0.33 (+3.21%)
VolumeN/A
Net Assets235.12M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
HTSCX vs UBVVX Comparison Chart in %
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HTSCX 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 HTSCX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. HTSCX (235M). UBVVX pays higher dividends than HTSCX: UBVVX (1.73) vs HTSCX (0.15). HTSCX was incepted earlier than UBVVX: HTSCX (21 years) vs UBVVX (9 years). HTSCX (2.14) is less costly to investors than UBVVX (0.94). HTSCX is a more actively managed with annual turnover of: 60.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than HTSCX: UBVVX (0) vs HTSCX (2000). HTSCX annual gain was more profitable for investors over the last year : 1.89 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. HTSCX (8.93).
| HTSCX | UBVVX | HTSCX / UBVVX | |
| Total Expense Ratio | 2.06 | 0.90 | 229% |
| Annual Report Gross Expense Ratio | 2.14 | 0.94 | 228% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 6.419 | 5.130 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 8.97B | 3% |
| Annual Yield % from dividends | 0.15 | 1.73 | 9% |
| Returns for 1 year | 1.89 | -1.54 | -123% |
| Returns for 3 years | 8.16 | 4.94 | 165% |
| Returns for 5 years | 8.93 | 25.41 | 35% |
| Returns for 10 years | 21.15 | N/A | - |
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