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PSOAX vs UBVVX
PSOAX vs UBVVX Comparison
Open Charts PSOAX vs UBVVX
JPMorgan Small Cap Value A
Price$25.59
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
PSOAX vs UBVVX Comparison Chart in %
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PSOAX vs. UBVVX commentary
Dec 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 PSOAX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. PSOAX (1.26B). UBVVX pays higher dividends than PSOAX: UBVVX (1.84) vs PSOAX (0.73). PSOAX was incepted earlier than UBVVX: PSOAX (31 years) vs UBVVX (9 years). PSOAX (1.28) is less costly to investors than UBVVX (0.94). PSOAX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSOAX: UBVVX (0) vs PSOAX (1000). PSOAX annual gain was more profitable for investors over the last year : 2.47 vs. UBVVX (-6.34). UBVVX return over 5 years is better than : 29.46 vs. PSOAX (5.65).
| PSOAX | UBVVX | PSOAX / UBVVX | |
| Total Expense Ratio | 1.19 | 0.90 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.94 | 136% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 4.133 | -5.859 | -71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.01B | 14% |
| Annual Yield % from dividends | 0.73 | 1.84 | 40% |
| Returns for 1 year | 2.47 | -6.34 | -39% |
| Returns for 3 years | 20.39 | 7.99 | 255% |
| Returns for 5 years | 5.65 | 29.46 | 19% |
| Returns for 10 years | 14.98 | N/A | - |
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