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PSMVX vs UBVUX
PSMVX vs UBVUX Comparison
Open Charts PSMVX vs UBVUX
Principal SmallCap Value II R6
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
PSMVX vs UBVUX Comparison Chart in %
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PSMVX vs. UBVUX commentary
Sep 28, 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 PSMVX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. PSMVX (1.13B). UBVUX pays higher dividends than PSMVX: UBVUX (1.61) vs PSMVX (1.25). PSMVX was incepted earlier than UBVUX: PSMVX (11 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. UBVUX (27.00). PSMVX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. PSMVX (-4.41). UBVUX return over 5 years is better than : 105.87 vs. PSMVX (49.15).
| PSMVX | UBVUX | PSMVX / UBVUX | |
| Total Expense Ratio | 0.88 | 1.05 | 84% |
| Annual Report Gross Expense Ratio | 0.91 | 1.11 | 82% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 5.135 | 2.375 | 216% |
| 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 | 1.25 | 1.61 | 77% |
| Returns for 1 year | -4.41 | 0.14 | -3,225% |
| Returns for 3 years | 17.53 | 22.15 | 79% |
| Returns for 5 years | 49.15 | 105.87 | 46% |
| Returns for 10 years | 8.91 | N/A | - |
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