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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$28.91
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$78.88
Change+$0.34 (+0.43%)
VolumeN/A
Net Assets8.93B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.93B vs. JSVRX (1.26B). 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 (0.94) 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 : 4.96 vs. UBVVX (-6.23). UBVVX return over 5 years is better than : 29.17 vs. JSVRX (11.74).
| 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 | 5.797 | -6.073 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 8.93B | 14% |
| Annual Yield % from dividends | 0.91 | 1.84 | 49% |
| Returns for 1 year | 4.96 | -6.23 | -80% |
| Returns for 3 years | 23.50 | 8.24 | 285% |
| Returns for 5 years | 11.74 | 29.17 | 40% |
| Returns for 10 years | 26.32 | N/A | - |
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