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PPVIX vs UBVUX
PPVIX vs UBVUX Comparison
Open Charts PPVIX vs UBVUX
Principal SmallCap Value II Instl
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
PPVIX vs UBVUX Comparison Chart in %
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PPVIX vs. UBVUX commentary
Sep 29, 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 PPVIX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. PPVIX (1.13B). UBVUX pays higher dividends than PPVIX: UBVUX (1.61) vs PPVIX (1.22). PPVIX was incepted earlier than UBVUX: PPVIX (21 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than PPVIX (1.02). PPVIX is a more actively managed with annual turnover of: 73.90 vs. UBVUX (27.00). PPVIX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. PPVIX (-4.44). UBVUX return over 5 years is better than : 105.87 vs. PPVIX (48.99).
| PPVIX | UBVUX | PPVIX / UBVUX | |
| Total Expense Ratio | 0.94 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 1.02 | 1.11 | 92% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 5.135 | 2.375 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 9.84B | 11% |
| Annual Yield % from dividends | 1.22 | 1.61 | 76% |
| Returns for 1 year | -4.44 | 0.14 | -3,247% |
| Returns for 3 years | 17.46 | 22.15 | 79% |
| Returns for 5 years | 48.99 | 105.87 | 46% |
| Returns for 10 years | 8.60 | N/A | - |
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