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PYSVX vs UBVVX
PYSVX vs UBVVX Comparison
Open Charts PYSVX vs UBVVX
Putnam Small Cap Value Y
Price$17.87
Change+$0.51 (+2.94%)
VolumeN/A
Net Assets282.98M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PYSVX vs UBVVX Comparison Chart in %
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PYSVX vs. UBVVX commentary
Feb 04, 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 PYSVX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. PYSVX (283M). UBVVX pays higher dividends than PYSVX: UBVVX (1.73) vs PYSVX (1.28). PYSVX was incepted earlier than UBVVX: PYSVX (25 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than PYSVX (0.89). PYSVX is a more actively managed with annual turnover of: 86.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PYSVX: UBVVX (0) vs PYSVX (500). PYSVX annual gain was more profitable for investors over the last year : 6.51 vs. UBVVX (-1.54). PYSVX return over 5 years is better than : 38.48 vs. UBVVX (25.41).
| PYSVX | UBVVX | PYSVX / UBVVX | |
| Total Expense Ratio | 0.89 | 0.90 | 99% |
| Annual Report Gross Expense Ratio | 0.89 | 0.94 | 95% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 6.942 | 5.130 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 8.97B | 3% |
| Annual Yield % from dividends | 1.28 | 1.73 | 74% |
| Returns for 1 year | 6.51 | -1.54 | -424% |
| Returns for 3 years | 21.03 | 4.94 | 426% |
| Returns for 5 years | 38.48 | 25.41 | 151% |
| Returns for 10 years | 53.79 | N/A | - |
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