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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$12.15
Change+$0.20 (+1.67%)
VolumeN/A
Net Assets1.14B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Dec 05, 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 PLARX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. PLARX (1.14B). UBVVX pays higher dividends than PLARX: UBVVX (1.84) vs PLARX (1.08). PLARX was incepted earlier than UBVVX: PLARX (22 years) vs UBVVX (9 years). PLARX (1.15) is less costly to investors than UBVVX (0.95). PLARX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (35.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX (-8.12) and PLARX (-8.44) have marching annual gain over last year. UBVVX return over 5 years is better than : 39.70 vs. PLARX (15.12).
| PLARX | UBVVX | PLARX / UBVVX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.15 | 0.95 | 121% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 8.871 | 0.869 | 1,021% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 9.24B | 12% |
| Annual Yield % from dividends | 1.08 | 1.84 | 59% |
| Returns for 1 year | -8.44 | -8.12 | 104% |
| Returns for 3 years | 2.83 | 2.58 | 110% |
| Returns for 5 years | 15.12 | 39.70 | 38% |
| Returns for 10 years | 0.91 | N/A | - |