Interact to see
Advertisement
Advertisement
JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$29.32
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
JSVRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX vs. UBVVX commentary
Oct 19, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. JSVRX (1.24B). UBVVX pays higher dividends than JSVRX: UBVVX (1.80) vs JSVRX (0.95). 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: 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 : -1.71 vs. UBVVX (-4.88). UBVVX return over 5 years is better than : 76.89 vs. JSVRX (37.34).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 7.298 | -0.322 | -2,270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 9.51B | 13% |
| Annual Yield % from dividends | 0.95 | 1.80 | 53% |
| Returns for 1 year | -1.71 | -4.88 | 35% |
| Returns for 3 years | 16.91 | 11.15 | 152% |
| Returns for 5 years | 37.34 | 76.89 | 49% |
| Returns for 10 years | 19.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement