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JSVPX vs UBVUX
JSVPX vs UBVUX Comparison
Open Charts JSVPX vs UBVUX
JPMorgan Small Cap Value R3
Price$26.21
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
JSVPX vs UBVUX Comparison Chart in %
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JSVPX vs. UBVUX commentary
Sep 29, 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 JSVPX is a StrongBuy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. JSVPX (1.25B). UBVUX pays higher dividends than JSVPX: UBVUX (1.61) vs JSVPX (0.76). JSVPX was incepted earlier than UBVUX: JSVPX (9 years) vs UBVUX (9 years). JSVPX (1.30) is less costly to investors than UBVUX (1.11). JSVPX is a more actively managed with annual turnover of: 61.00 vs. UBVUX (27.00). JSVPX (0) and UBVUX (0) have matching initial minimum investment requirements. JSVPX annual gain was more profitable for investors over the last year : 0.41 vs. UBVUX (0.14). UBVUX return over 5 years is better than : 105.87 vs. JSVPX (48.43).
| JSVPX | UBVUX | JSVPX / UBVUX | |
| Total Expense Ratio | 1.24 | 1.05 | 118% |
| Annual Report Gross Expense Ratio | 1.30 | 1.11 | 117% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 6.936 | 2.375 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 9.84B | 13% |
| Annual Yield % from dividends | 0.76 | 1.61 | 47% |
| Returns for 1 year | 0.41 | 0.14 | 301% |
| Returns for 3 years | 21.44 | 22.15 | 97% |
| Returns for 5 years | 48.43 | 105.87 | 46% |
| Returns for 10 years | N/A | N/A | - |
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