Interact to see
Advertisement
Advertisement
PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
Principal SmallCap Value II R6
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
PSMVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMVX vs. UBVVX commentary
Oct 19, 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. PSMVX (1.09B). UBVVX pays higher dividends than PSMVX: UBVVX (1.80) vs PSMVX (1.25). PSMVX was incepted earlier than UBVVX: PSMVX (11 years) vs UBVVX (9 years). UBVVX (0.95) and PSMVX (0.91) have similar cost to investors . PSMVX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (35.00). PSMVX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. PSMVX (-8.59). UBVVX return over 5 years is better than : 76.89 vs. PSMVX (31.56).
| PSMVX | UBVVX | PSMVX / UBVVX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.95 | 96% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 3.133 | -0.322 | -975% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 9.51B | 11% |
| Annual Yield % from dividends | 1.25 | 1.80 | 69% |
| Returns for 1 year | -8.59 | -4.88 | 176% |
| Returns for 3 years | 7.66 | 11.15 | 69% |
| Returns for 5 years | 31.56 | 76.89 | 41% |
| Returns for 10 years | 0.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement