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JSVRX vs UBVUX
JSVRX vs UBVUX Comparison
Open Charts JSVRX vs UBVUX
JPMorgan Small Cap Value R5
Price$29.30
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
JSVRX vs UBVUX Comparison Chart in %
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JSVRX vs. UBVUX commentary
Sep 28, 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 JSVRX is a StrongBuy and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. JSVRX (1.25B). UBVUX pays higher dividends than JSVRX: UBVUX (1.61) vs JSVRX (0.98). JSVRX was incepted earlier than UBVUX: JSVRX (19 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 61.00 vs. UBVUX (27.00). JSVRX (0) and UBVUX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 1.42 vs. UBVUX (0.14). UBVUX return over 5 years is better than : 105.87 vs. JSVRX (55.35).
| JSVRX | UBVUX | JSVRX / UBVUX | |
| Total Expense Ratio | 0.84 | 1.05 | 80% |
| Annual Report Gross Expense Ratio | 0.86 | 1.11 | 77% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 7.225 | 2.375 | 304% |
| 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 | 0.98 | 1.61 | 61% |
| Returns for 1 year | 1.42 | 0.14 | 1,035% |
| Returns for 3 years | 24.50 | 22.15 | 111% |
| Returns for 5 years | 55.35 | 105.87 | 52% |
| Returns for 10 years | 29.06 | N/A | - |
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