Interact to see
Advertisement
Advertisement
JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
JSVRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX vs. UBVVX commentary
Dec 05, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. JSVRX (1.28B). UBVVX pays higher dividends than JSVRX: UBVVX (1.84) vs JSVRX (0.91). JSVRX was incepted earlier than UBVVX: JSVRX (20 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: 49.00 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 : -1.05 vs. UBVVX (-8.12). UBVVX return over 5 years is better than : 39.70 vs. JSVRX (21.34).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 12.860 | 0.869 | 1,479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 9.24B | 14% |
| Annual Yield % from dividends | 0.91 | 1.84 | 49% |
| Returns for 1 year | -1.05 | -8.12 | 13% |
| Returns for 3 years | 13.52 | 2.58 | 524% |
| Returns for 5 years | 21.34 | 39.70 | 54% |
| Returns for 10 years | 24.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement