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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.64
Change-$0.13 (-1.10%)
VolumeN/A
Net Assets1.12B
Undiscovered Managers Behavioral Val R5
Price$84.82
Change-$0.98 (-1.14%)
VolumeN/A
Net Assets9.8B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Oct 11, 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 PLARX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.8B vs. PLARX (1.12B). UBVVX pays higher dividends than PLARX: UBVVX (1.80) vs PLARX (1.11). PLARX was incepted earlier than UBVVX: PLARX (21 years) vs UBVVX (9 years). PLARX (1.15) is less costly to investors than UBVVX (0.95). PLARX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (27.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -0.73 vs. PLARX (-3.79). UBVVX return over 5 years is better than : 78.92 vs. PLARX (31.77).
| PLARX | UBVVX | PLARX / UBVVX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.15 | 0.95 | 121% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 5.466 | 1.000 | 546% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 9.8B | 11% |
| Annual Yield % from dividends | 1.11 | 1.80 | 62% |
| Returns for 1 year | -3.79 | -0.73 | 519% |
| Returns for 3 years | 13.07 | 17.37 | 75% |
| Returns for 5 years | 31.77 | 78.92 | 40% |
| Returns for 10 years | -1.56 | N/A | - |
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