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HWVZX vs UBVVX
HWVZX vs UBVVX Comparison
Open Charts HWVZX vs UBVVX
Hotchkis & Wiley Sm Cp Divers Val Z
Price$12.62
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets807.97M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
HWVZX vs UBVVX Comparison Chart in %
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HWVZX 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 HWVZX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. HWVZX (808M). UBVVX pays higher dividends than HWVZX: UBVVX (1.77) vs HWVZX (0.85). HWVZX was incepted earlier than UBVVX: HWVZX (6 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than HWVZX (0.76). HWVZX is a more actively managed with annual turnover of: 54.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than HWVZX: UBVVX (0) vs HWVZX (1000000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. HWVZX (-1.29). UBVVX return over 5 years is better than : 107.51 vs. HWVZX (71.60).
| HWVZX | UBVVX | HWVZX / UBVVX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 0.95 | 80% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.435 | 2.489 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 9.74B | 8% |
| Annual Yield % from dividends | 0.85 | 1.77 | 48% |
| Returns for 1 year | -1.29 | 0.31 | -420% |
| Returns for 3 years | 14.98 | 22.75 | 66% |
| Returns for 5 years | 71.60 | 107.51 | 67% |
| Returns for 10 years | N/A | N/A | - |
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