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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$11.95
Change-$0.19 (-1.57%)
VolumeN/A
Net Assets1.11B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Nov 14, 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: 9.16B vs. PPVIX (1.11B). UBVVX pays higher dividends than PPVIX: UBVVX (1.87) vs PPVIX (1.23). PPVIX was incepted earlier than UBVVX: PPVIX (21 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. UBVVX annual gain was more profitable for investors over the last year : -8.50 vs. PPVIX (-10.56). UBVVX return over 5 years is better than : 52.26 vs. PPVIX (22.63).
| PPVIX | UBVVX | PPVIX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.02 | 0.95 | 107% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 4.003 | -1.548 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 9.16B | 12% |
| Annual Yield % from dividends | 1.23 | 1.87 | 66% |
| Returns for 1 year | -10.56 | -8.50 | 124% |
| Returns for 3 years | 0.85 | 2.01 | 42% |
| Returns for 5 years | 22.63 | 52.26 | 43% |
| Returns for 10 years | 2.00 | N/A | - |
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