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PSOPX vs UBVUX
PSOPX vs UBVUX Comparison
Open Charts PSOPX vs UBVUX
JPMorgan Small Cap Value I
Price$29.05
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R4
Price$84.41
Change-$0.85 (-1.00%)
VolumeN/A
Net Assets9.84B
PSOPX vs UBVUX Comparison Chart in %
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PSOPX 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 PSOPX is a StrongBuy and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. PSOPX (1.26B). UBVUX pays higher dividends than PSOPX: UBVUX (1.61) vs PSOPX (0.89). PSOPX was incepted earlier than UBVUX: PSOPX (31 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than PSOPX (1.01). PSOPX is a more actively managed with annual turnover of: 61.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than PSOPX: UBVUX (0) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : 1.29 vs. UBVUX (0.04). UBVUX return over 5 years is better than : 105.67 vs. PSOPX (54.54).
| PSOPX | UBVUX | PSOPX / UBVUX | |
| Total Expense Ratio | 0.94 | 1.05 | 90% |
| Annual Report Gross Expense Ratio | 1.01 | 1.11 | 91% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 7.161 | 2.279 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.84B | 13% |
| Annual Yield % from dividends | 0.89 | 1.61 | 55% |
| Returns for 1 year | 1.29 | 0.04 | 2,994% |
| Returns for 3 years | 24.16 | 22.04 | 110% |
| Returns for 5 years | 54.54 | 105.67 | 52% |
| Returns for 10 years | 27.78 | N/A | - |
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