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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.95
Change+$0.31 (+2.66%)
VolumeN/A
Net Assets1.21B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Feb 04, 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 PLARX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. PLARX (1.21B). UBVVX pays higher dividends than PLARX: UBVVX (1.73) vs PLARX (0.94). PLARX was incepted earlier than UBVVX: PLARX (22 years) vs UBVVX (9 years). PLARX (1.15) is less costly to investors than UBVVX (0.94). PLARX is a more actively managed with annual turnover of: 89.90 vs. UBVVX (35.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. PLARX annual gain was more profitable for investors over the last year : 6.68 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. PLARX (3.37).
| PLARX | UBVVX | PLARX / UBVVX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.15 | 0.94 | 122% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 7.852 | 5.130 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.97B | 13% |
| Annual Yield % from dividends | 0.94 | 1.73 | 55% |
| Returns for 1 year | 6.68 | -1.54 | -435% |
| Returns for 3 years | 7.57 | 4.94 | 153% |
| Returns for 5 years | 3.37 | 25.41 | 13% |
| Returns for 10 years | 30.12 | N/A | - |
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