Interact to see
Advertisement
Advertisement
JSVUX vs UBVVX
JSVUX vs UBVVX Comparison
Open Charts JSVUX vs UBVVX
JPMorgan Small Cap Value R6
Price$30.91
Change+$0.53 (+1.74%)
VolumeN/A
Net Assets1.28B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
JSVUX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVUX 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 JSVUX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. JSVUX (1.28B). UBVVX pays higher dividends than JSVUX: UBVVX (1.84) vs JSVUX (0.99). JSVUX was incepted earlier than UBVVX: JSVUX (21 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 49.00 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 : -0.94 vs. UBVVX (-8.12). UBVVX return over 5 years is better than : 39.70 vs. JSVUX (21.90).
| JSVUX | UBVVX | JSVUX / UBVVX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.95 | 80% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 12.952 | 0.869 | 1,490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 9.24B | 14% |
| Annual Yield % from dividends | 0.99 | 1.84 | 54% |
| Returns for 1 year | -0.94 | -8.12 | 12% |
| Returns for 3 years | 13.85 | 2.58 | 536% |
| Returns for 5 years | 21.90 | 39.70 | 55% |
| Returns for 10 years | 26.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement