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PYSVX vs UBVVX
PYSVX vs UBVVX Comparison
Open Charts PYSVX vs UBVVX
Putnam Small Cap Value Y
Price$17.03
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets275.15M
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
PYSVX vs UBVVX Comparison Chart in %
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PYSVX 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 PYSVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. PYSVX (275M). UBVVX pays higher dividends than PYSVX: UBVVX (1.84) vs PYSVX (0.84). 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 : 0.18 vs. UBVVX (-6.34). PYSVX return over 5 years is better than : 45.18 vs. UBVVX (29.46).
| 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 | 1.068 | -5.859 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 9.01B | 3% |
| Annual Yield % from dividends | 0.84 | 1.84 | 46% |
| Returns for 1 year | 0.18 | -6.34 | -3% |
| Returns for 3 years | 28.08 | 7.99 | 352% |
| Returns for 5 years | 45.18 | 29.46 | 153% |
| Returns for 10 years | 26.09 | N/A | - |
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