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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets1.11B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. PLARX (1.11B). UBVVX pays higher dividends than PLARX: UBVVX (1.87) vs PLARX (1.11). PLARX was incepted earlier than UBVVX: PLARX (21 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 annual gain was more profitable for investors over the last year : -8.50 vs. PLARX (-10.02). UBVVX return over 5 years is better than : 52.26 vs. PLARX (22.36).
| PLARX | UBVVX | PLARX / UBVVX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.15 | 0.95 | 121% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 5.556 | -1.548 | -359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 9.16B | 12% |
| Annual Yield % from dividends | 1.11 | 1.87 | 60% |
| Returns for 1 year | -10.02 | -8.50 | 118% |
| Returns for 3 years | 0.37 | 2.01 | 18% |
| Returns for 5 years | 22.36 | 52.26 | 43% |
| Returns for 10 years | 0.84 | N/A | - |
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