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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$30.77
Change+$0.53 (+1.75%)
VolumeN/A
Net Assets1.28B
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
PSOPX vs UBVVX Comparison Chart in %
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PSOPX vs. UBVVX commentary
Dec 05, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. PSOPX (1.28B). UBVVX pays higher dividends than PSOPX: UBVVX (1.84) vs PSOPX (0.83). PSOPX was incepted earlier than UBVVX: PSOPX (31 years) vs UBVVX (9 years). PSOPX (1.01) is less costly to investors than UBVVX (0.95). PSOPX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSOPX: UBVVX (0) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : -1.15 vs. UBVVX (-8.12). UBVVX return over 5 years is better than : 39.70 vs. PSOPX (20.74).
| PSOPX | UBVVX | PSOPX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.01 | 0.95 | 106% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 12.768 | 0.869 | 1,469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 9.24B | 14% |
| Annual Yield % from dividends | 0.83 | 1.84 | 45% |
| Returns for 1 year | -1.15 | -8.12 | 14% |
| Returns for 3 years | 13.20 | 2.58 | 511% |
| Returns for 5 years | 20.74 | 39.70 | 52% |
| Returns for 10 years | 23.68 | N/A | - |
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