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PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
Principal SmallCap Value II R6
Price$11.63
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets1.15B
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
PSMVX vs UBVVX Comparison Chart in %
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PSMVX vs. UBVVX commentary
Dec 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. PSMVX (1.15B). 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 (0.94) 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. PSMVX annual gain was more profitable for investors over the last year : 0.17 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. PSMVX (7.46).
| PSMVX | UBVVX | PSMVX / UBVVX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.94 | 97% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 1.218 | -5.859 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 9.01B | 13% |
| Annual Yield % from dividends | 1.22 | 1.84 | 66% |
| Returns for 1 year | 0.17 | -6.34 | -3% |
| Returns for 3 years | 14.18 | 7.99 | 177% |
| Returns for 5 years | 7.46 | 29.46 | 25% |
| Returns for 10 years | 10.72 | N/A | - |
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