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PSLAX vs UBVVX
PSLAX vs UBVVX Comparison
Open Charts PSLAX vs UBVVX
Putnam Small Cap Value A
Price$16.51
Change+$0.42 (+2.61%)
VolumeN/A
Net Assets282.98M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PSLAX vs UBVVX Comparison Chart in %
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PSLAX vs. UBVVX commentary
Feb 04, 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 PSLAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. PSLAX (283M). UBVVX pays higher dividends than PSLAX: UBVVX (1.73) vs PSLAX (1.17). PSLAX was incepted earlier than UBVVX: PSLAX (27 years) vs UBVVX (9 years). PSLAX (1.14) is less costly to investors than UBVVX (0.94). PSLAX is a more actively managed with annual turnover of: 86.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSLAX: UBVVX (0) vs PSLAX (500). PSLAX annual gain was more profitable for investors over the last year : 5.82 vs. UBVVX (-1.54). PSLAX return over 5 years is better than : 35.10 vs. UBVVX (25.41).
| PSLAX | UBVVX | PSLAX / UBVVX | |
| Total Expense Ratio | 1.14 | 0.90 | 127% |
| Annual Report Gross Expense Ratio | 1.14 | 0.94 | 121% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 6.930 | 5.130 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 8.97B | 3% |
| Annual Yield % from dividends | 1.17 | 1.73 | 68% |
| Returns for 1 year | 5.82 | -1.54 | -379% |
| Returns for 3 years | 19.25 | 4.94 | 390% |
| Returns for 5 years | 35.10 | 25.41 | 138% |
| Returns for 10 years | 45.05 | N/A | - |
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