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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$12.34
Change+$0.34 (+2.83%)
VolumeN/A
Net Assets1.21B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. PPVIX (1.21B). UBVVX pays higher dividends than PPVIX: UBVVX (1.73) vs PPVIX (1.12). 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: 89.90 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 : 7.16 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. PPVIX (5.57).
| 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 | 7.962 | 5.130 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.97B | 13% |
| Annual Yield % from dividends | 1.12 | 1.73 | 65% |
| Returns for 1 year | 7.16 | -1.54 | -466% |
| Returns for 3 years | 8.86 | 4.94 | 179% |
| Returns for 5 years | 5.57 | 25.41 | 22% |
| Returns for 10 years | 35.22 | N/A | - |
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