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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.72
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets1.12B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
PLARX vs UBVVX Comparison Chart in %
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PLARX 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 PLARX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. PLARX (1.12B). UBVVX pays higher dividends than PLARX: UBVVX (1.77) vs PLARX (1.10). 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 (27.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. PLARX (-4.89). UBVVX return over 5 years is better than : 107.51 vs. PLARX (46.23).
| 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 | 5.018 | 2.489 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 9.74B | 11% |
| Annual Yield % from dividends | 1.10 | 1.77 | 62% |
| Returns for 1 year | -4.89 | 0.31 | -1,589% |
| Returns for 3 years | 16.19 | 22.75 | 71% |
| Returns for 5 years | 46.23 | 107.51 | 43% |
| Returns for 10 years | 4.63 | N/A | - |
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