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JSVUX vs UBVVX
JSVUX vs UBVVX Comparison
Open Charts JSVUX vs UBVVX
JPMorgan Small Cap Value R6
Price$30.89
Change+$1.47 (+5.00%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
JSVUX vs UBVVX Comparison Chart in %
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JSVUX vs. UBVVX commentary
Feb 04, 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 JSVUX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. JSVUX (1.25B). UBVVX pays higher dividends than JSVUX: UBVVX (1.73) vs JSVUX (0.97). JSVUX was incepted earlier than UBVVX: JSVUX (21 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JSVUX: UBVVX (0) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : 12.06 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. JSVUX (8.28).
| JSVUX | UBVVX | JSVUX / UBVVX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.94 | 81% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 8.844 | 5.130 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.97B | 14% |
| Annual Yield % from dividends | 0.97 | 1.73 | 56% |
| Returns for 1 year | 12.06 | -1.54 | -785% |
| Returns for 3 years | 18.03 | 4.94 | 365% |
| Returns for 5 years | 8.28 | 25.41 | 33% |
| Returns for 10 years | 52.04 | N/A | - |
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