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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$30.81
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Feb 04, 2026
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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. JSVRX (1.25B). UBVVX pays higher dividends than JSVRX: UBVVX (1.73) vs JSVRX (0.89). JSVRX was incepted earlier than UBVVX: JSVRX (20 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than JSVRX (0.87). JSVRX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). JSVRX (0) and UBVVX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 11.91 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. JSVRX (7.76).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.87 | 0.94 | 93% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 8.831 | 5.130 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.97B | 14% |
| Annual Yield % from dividends | 0.89 | 1.73 | 51% |
| Returns for 1 year | 11.91 | -1.54 | -775% |
| Returns for 3 years | 17.64 | 4.94 | 357% |
| Returns for 5 years | 7.76 | 25.41 | 31% |
| Returns for 10 years | 50.58 | N/A | - |
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