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PPVIX vs UBVVX
PPVIX vs UBVVX Comparison
Open Charts PPVIX vs UBVVX
Principal SmallCap Value II Instl
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
PPVIX vs UBVVX Comparison Chart in %
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PPVIX vs. UBVVX commentary
Oct 19, 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 PPVIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.47B vs. PPVIX (1.09B). UBVVX pays higher dividends than PPVIX: UBVVX (1.80) vs PPVIX (1.23). PPVIX was incepted earlier than UBVVX: PPVIX (21 years) vs UBVVX (9 years). PPVIX (1.02) is less costly to investors than UBVVX (0.95). PPVIX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (35.00). PPVIX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -5.39 vs. PPVIX (-8.85). UBVVX return over 5 years is better than : 75.94 vs. PPVIX (30.94).
| PPVIX | UBVVX | PPVIX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.02 | 0.95 | 107% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 2.872 | -0.857 | -335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 9.47B | 12% |
| Annual Yield % from dividends | 1.23 | 1.80 | 68% |
| Returns for 1 year | -8.85 | -5.39 | 164% |
| Returns for 3 years | 7.32 | 10.55 | 69% |
| Returns for 5 years | 30.94 | 75.94 | 41% |
| Returns for 10 years | -0.21 | N/A | - |
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