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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$29.30
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. JSVRX (1.25B). UBVVX pays higher dividends than JSVRX: UBVVX (1.77) vs JSVRX (0.98). JSVRX was incepted earlier than UBVVX: JSVRX (19 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 61.00 vs. UBVVX (27.00). JSVRX (0) and UBVVX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 1.42 vs. UBVVX (0.31). UBVVX return over 5 years is better than : 107.51 vs. JSVRX (55.35).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 7.225 | 2.489 | 290% |
| 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 | 1.77 | 55% |
| Returns for 1 year | 1.42 | 0.31 | 461% |
| Returns for 3 years | 24.50 | 22.75 | 108% |
| Returns for 5 years | 55.35 | 107.51 | 51% |
| Returns for 10 years | 29.06 | N/A | - |
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