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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$30.19
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$81.88
Change+$0.68 (+0.84%)
VolumeN/A
Net Assets9.14B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Jan 15, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. JSVRX (1.26B). UBVVX pays higher dividends than JSVRX: UBVVX (1.80) vs JSVRX (0.94). 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 : 10.69 vs. UBVVX (-1.25). UBVVX return over 5 years is better than : 24.82 vs. JSVRX (7.54).
| 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 | 6.641 | 4.746 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.14B | 14% |
| Annual Yield % from dividends | 0.94 | 1.80 | 52% |
| Returns for 1 year | 10.69 | -1.25 | -858% |
| Returns for 3 years | 21.53 | 8.63 | 250% |
| Returns for 5 years | 7.54 | 24.82 | 30% |
| Returns for 10 years | 49.49 | N/A | - |
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