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JSVZX vs UBVUX
JSVZX vs UBVUX Comparison
Open Charts JSVZX vs UBVUX
JPMorgan Small Cap Value R2
Price$25.70
Change+$0.18 (+0.71%)
VolumeN/A
Net Assets1.24B
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
JSVZX vs UBVUX Comparison Chart in %
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JSVZX vs. UBVUX commentary
Sep 27, 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 JSVZX is a StrongBuy and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. JSVZX (1.24B). UBVUX pays higher dividends than JSVZX: UBVUX (1.61) vs JSVZX (0.61). JSVZX was incepted earlier than UBVUX: JSVZX (17 years) vs UBVUX (9 years). JSVZX (1.60) is less costly to investors than UBVUX (1.11). JSVZX is a more actively managed with annual turnover of: 61.00 vs. UBVUX (27.00). JSVZX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. JSVZX (0.00). UBVUX return over 5 years is better than : 105.87 vs. JSVZX (46.11).
| JSVZX | UBVUX | JSVZX / UBVUX | |
| Total Expense Ratio | 1.49 | 1.05 | 142% |
| Annual Report Gross Expense Ratio | 1.60 | 1.11 | 144% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.692 | 2.375 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 9.74B | 13% |
| Annual Yield % from dividends | 0.61 | 1.61 | 38% |
| Returns for 1 year | 0.00 | 0.14 | 1% |
| Returns for 3 years | 20.34 | 22.15 | 92% |
| Returns for 5 years | 46.11 | 105.87 | 44% |
| Returns for 10 years | 15.72 | N/A | - |
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