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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$12.02
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.19B
Undiscovered Managers Behavioral Val R5
Price$81.20
Change-$0.28 (-0.34%)
VolumeN/A
Net Assets9.16B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Jan 14, 2026
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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. PPVIX (1.19B). UBVVX pays higher dividends than PPVIX: UBVVX (1.80) vs PPVIX (1.18). PPVIX was incepted earlier than UBVVX: PPVIX (22 years) vs UBVVX (9 years). PPVIX (1.02) is less costly to investors than UBVVX (0.94). 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 annual gain was more profitable for investors over the last year : 6.95 vs. UBVVX (-0.43). UBVVX return over 5 years is better than : 22.36 vs. PPVIX (2.58).
| PPVIX | UBVVX | PPVIX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.02 | 0.94 | 109% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 5.162 | 3.876 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 9.16B | 13% |
| Annual Yield % from dividends | 1.18 | 1.80 | 66% |
| Returns for 1 year | 6.95 | -0.43 | -1,621% |
| Returns for 3 years | 11.53 | 7.72 | 149% |
| Returns for 5 years | 2.58 | 22.36 | 12% |
| Returns for 10 years | 30.40 | N/A | - |
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