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PSLAX vs UBVVX
PSLAX vs UBVVX Comparison
Open Charts PSLAX vs UBVVX
Putnam Small Cap Value A
Price$15.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets274.19M
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets8.96B
PSLAX vs UBVVX Comparison Chart in %
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PSLAX vs. UBVVX commentary
Dec 27, 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 PSLAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.96B vs. PSLAX (274M). UBVVX pays higher dividends than PSLAX: UBVVX (1.84) vs PSLAX (0.79). 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 : 0.45 vs. UBVVX (-6.23). PSLAX return over 5 years is better than : 41.86 vs. UBVVX (29.17).
| 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 | 0.639 | -6.073 | -11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 8.96B | 3% |
| Annual Yield % from dividends | 0.79 | 1.84 | 43% |
| Returns for 1 year | 0.45 | -6.23 | -7% |
| Returns for 3 years | 25.77 | 8.24 | 313% |
| Returns for 5 years | 41.86 | 29.17 | 144% |
| Returns for 10 years | 19.74 | N/A | - |
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