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PSMVX vs UBVVX
PSMVX vs UBVVX Comparison
Open Charts PSMVX vs UBVVX
Principal SmallCap Value II R6
Price$11.71
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.07B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
PSMVX vs UBVVX Comparison Chart in %
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PSMVX 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 PSMVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. PSMVX (1.07B). UBVVX pays higher dividends than PSMVX: UBVVX (1.87) vs PSMVX (1.26). 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 (-10.42) and PSMVX (-10.93) have marching annual gain over last year. UBVVX return over 5 years is better than : 41.70 vs. PSMVX (17.50).
| PSMVX | UBVVX | PSMVX / UBVVX | |
| Total Expense Ratio | 0.88 | 0.90 | 98% |
| Annual Report Gross Expense Ratio | 0.91 | 0.95 | 96% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.089 | -5.073 | -41% |
| 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 | 1.26 | 1.87 | 67% |
| Returns for 1 year | -10.93 | -10.42 | 105% |
| Returns for 3 years | -0.70 | -0.89 | 79% |
| Returns for 5 years | 17.50 | 41.70 | 42% |
| Returns for 10 years | -1.00 | N/A | - |
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