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PLARX vs UBVVX
PLARX vs UBVVX Comparison
Open Charts PLARX vs UBVVX
Principal SmallCap Value II R5
Price$11.38
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.07B
Undiscovered Managers Behavioral Val R5
Price$80.10
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets8.88B
PLARX vs UBVVX Comparison Chart in %
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PLARX vs. UBVVX commentary
Nov 20, 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: 8.88B vs. PLARX (1.07B). UBVVX pays higher dividends than PLARX: UBVVX (1.87) 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 (35.00). PLARX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -10.23 vs. PLARX (-12.01). UBVVX return over 5 years is better than : 41.88 vs. PLARX (14.37).
| 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 | 1.434 | -4.620 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 8.88B | 12% |
| Annual Yield % from dividends | 1.11 | 1.87 | 60% |
| Returns for 1 year | -12.01 | -10.23 | 117% |
| Returns for 3 years | -2.33 | -0.42 | 558% |
| Returns for 5 years | 14.37 | 41.88 | 34% |
| Returns for 10 years | -5.39 | N/A | - |
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