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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$12.53
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets1.14B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Dec 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. PPVIX (1.14B). UBVVX pays higher dividends than PPVIX: UBVVX (1.84) vs PPVIX (1.19). PPVIX was incepted earlier than UBVVX: PPVIX (22 years) vs UBVVX (9 years). PPVIX (1.02) is less costly to investors than UBVVX (0.95). PPVIX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (35.00). PPVIX (0) and UBVVX (0) have matching initial minimum investment requirements. PPVIX (-7.99) and UBVVX (-8.12) have marching annual gain over last year. UBVVX return over 5 years is better than : 39.70 vs. PPVIX (17.29).
| PPVIX | UBVVX | PPVIX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.02 | 0.95 | 107% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 9.051 | 0.869 | 1,041% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 9.24B | 12% |
| Annual Yield % from dividends | 1.19 | 1.84 | 65% |
| Returns for 1 year | -7.99 | -8.12 | 98% |
| Returns for 3 years | 3.95 | 2.58 | 153% |
| Returns for 5 years | 17.29 | 39.70 | 44% |
| Returns for 10 years | 4.80 | N/A | - |
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