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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.28
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets1.14B
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B 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 (0.94). 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. PLARX annual gain was more profitable for investors over the last year : 0.00 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. PLARX (5.31).
| 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 | 1.075 | -5.859 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 9.01B | 13% |
| Annual Yield % from dividends | 1.08 | 1.84 | 59% |
| Returns for 1 year | 0.00 | -6.34 | - |
| Returns for 3 years | 12.99 | 7.99 | 163% |
| Returns for 5 years | 5.31 | 29.46 | 18% |
| Returns for 10 years | 6.53 | N/A | - |
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