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PSOAX vs UBVVX
PSOAX vs UBVVX Comparison
Open Charts PSOAX vs UBVVX
JPMorgan Small Cap Value A
Price$27.64
Change+$0.47 (+1.73%)
VolumeN/A
Net Assets1.28B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
PSOAX vs UBVVX Comparison Chart in %
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PSOAX vs. UBVVX commentary
Dec 04, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. PSOAX (1.28B). 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 (0.95). PSOAX is a more actively managed with annual turnover of: 49.00 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 : -3.86 vs. UBVVX (-8.74). UBVVX return over 5 years is better than : 44.08 vs. PSOAX (18.09).
| PSOAX | UBVVX | PSOAX / UBVVX | |
| Total Expense Ratio | 1.19 | 0.90 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.95 | 135% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 11.091 | 0.869 | 1,276% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 9.24B | 14% |
| Annual Yield % from dividends | 0.73 | 1.84 | 40% |
| Returns for 1 year | -3.86 | -8.74 | 44% |
| Returns for 3 years | 9.47 | 2.58 | 367% |
| Returns for 5 years | 18.09 | 44.08 | 41% |
| Returns for 10 years | 14.09 | N/A | - |
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