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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. PPVIX (1.13B). UBVVX pays higher dividends than PPVIX: UBVVX (1.77) vs PPVIX (1.22). 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 (27.00). PPVIX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. PPVIX (-4.44). UBVVX return over 5 years is better than : 107.51 vs. PPVIX (48.99).
| 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 | 5.135 | 2.489 | 206% |
| 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 | 1.77 | 69% |
| Returns for 1 year | -4.44 | 0.31 | -1,445% |
| Returns for 3 years | 17.46 | 22.75 | 77% |
| Returns for 5 years | 48.99 | 107.51 | 46% |
| Returns for 10 years | 8.60 | N/A | - |
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