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JSVZX vs UBVVX
JSVZX vs UBVVX Comparison
Open Charts JSVZX vs UBVVX
JPMorgan Small Cap Value R2
Price$25.70
Change+$0.18 (+0.71%)
VolumeN/A
Net Assets1.24B
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
JSVZX vs UBVVX Comparison Chart in %
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JSVZX vs. UBVVX 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. JSVZX (1.24B). UBVVX pays higher dividends than JSVZX: UBVVX (1.77) vs JSVZX (0.61). JSVZX was incepted earlier than UBVVX: JSVZX (17 years) vs UBVVX (9 years). JSVZX (1.60) is less costly to investors than UBVVX (0.95). JSVZX is a more actively managed with annual turnover of: 61.00 vs. UBVVX (27.00). JSVZX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. JSVZX (0.00). UBVVX return over 5 years is better than : 107.51 vs. JSVZX (46.11).
| JSVZX | UBVVX | JSVZX / UBVVX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.60 | 0.95 | 168% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.692 | 2.489 | 269% |
| 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 | 1.77 | 34% |
| Returns for 1 year | 0.00 | 0.31 | 0% |
| Returns for 3 years | 20.34 | 22.75 | 89% |
| Returns for 5 years | 46.11 | 107.51 | 43% |
| Returns for 10 years | 15.72 | N/A | - |
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