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PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
Principal SmallCap Value II R6
Price$12.33
Change+$0.33 (+2.75%)
VolumeN/A
Net Assets1.21B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PSMVX vs UBVVX Comparison Chart in %
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PSMVX vs. UBVVX commentary
Feb 05, 2026
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: 8.97B vs. PSMVX (1.21B). UBVVX pays higher dividends than PSMVX: UBVVX (1.73) vs PSMVX (1.17). 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: 89.90 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 : 7.22 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. PSMVX (5.72).
| 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 | 7.874 | 5.130 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.97B | 13% |
| Annual Yield % from dividends | 1.17 | 1.73 | 68% |
| Returns for 1 year | 7.22 | -1.54 | -470% |
| Returns for 3 years | 8.97 | 4.94 | 182% |
| Returns for 5 years | 5.72 | 25.41 | 23% |
| Returns for 10 years | 35.59 | N/A | - |
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