Interact to see
Advertisement
Advertisement
PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
Principal SmallCap Value II R6
Price$12.53
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets1.14B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
PSMVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMVX vs. UBVVX commentary
Dec 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. PSMVX (1.14B). UBVVX pays higher dividends than PSMVX: UBVVX (1.84) vs PSMVX (1.22). 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 : -8.74 vs. PSMVX (-9.94). UBVVX return over 5 years is better than : 44.08 vs. PSMVX (19.05).
| 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 | 7.398 | 0.869 | 851% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 9.24B | 12% |
| Annual Yield % from dividends | 1.22 | 1.84 | 66% |
| Returns for 1 year | -9.94 | -8.74 | 114% |
| Returns for 3 years | 2.44 | 2.58 | 94% |
| Returns for 5 years | 19.05 | 44.08 | 43% |
| Returns for 10 years | 3.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement