PSMVX
Price
$12.03
Change
+$0.18 (+1.52%)
Updated
Oct 20 closing price
Net Assets
1.09B
UBVVX
Price
$84.89
Change
+$1.18 (+1.41%)
Updated
Oct 20 closing price
Net Assets
9.51B
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PSMVX vs UBVVX

Header iconPSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVXBanner chart's image
Principal SmallCap Value II R6
Price$12.03
Change+$0.18 (+1.52%)
VolumeN/A
Net Assets1.09B
Undiscovered Managers Behavioral Val R5
Price$84.89
Change+$1.18 (+1.41%)
VolumeN/A
Net Assets9.51B
PSMVX vs UBVVX Comparison Chart in %
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PSMVX vs. UBVVX commentary
Oct 21, 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 PSMVX is a Hold and UBVVX is a Buy.

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FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. PSMVX (1.09B). UBVVX pays higher dividends than PSMVX: UBVVX (1.80) vs PSMVX (1.25). PSMVX was incepted earlier than UBVVX: PSMVX (11 years) vs UBVVX (9 years). UBVVX (0.95) and PSMVX (0.91) have similar cost to investors . PSMVX is a more actively managed with annual turnover of: 73.90 vs. UBVVX (35.00). PSMVX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. PSMVX (-8.59). UBVVX return over 5 years is better than : 76.89 vs. PSMVX (31.56).
PSMVXUBVVXPSMVX / UBVVX
Total Expense Ratio0.880.9098%
Annual Report Gross Expense Ratio0.910.9596%
Fund Existence11 years9 years-
Gain YTD3.133-0.322-975%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B9.51B11%
Annual Yield % from dividends1.251.8069%
Returns for 1 year-8.59-4.88176%
Returns for 3 years7.6611.1569%
Returns for 5 years31.5676.8941%
Returns for 10 years0.33N/A-
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