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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$29.05
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
PSOPX vs UBVVX Comparison Chart in %
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PSOPX 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 PSOPX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. PSOPX (1.26B). UBVVX pays higher dividends than PSOPX: UBVVX (1.77) vs PSOPX (0.89). 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: 61.00 vs. UBVVX (27.00). 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 : 1.29 vs. UBVVX (0.21). UBVVX return over 5 years is better than : 107.32 vs. PSOPX (54.54).
| 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 | 7.161 | 2.393 | 299% |
| 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 | 1.77 | 50% |
| Returns for 1 year | 1.29 | 0.21 | 600% |
| Returns for 3 years | 24.16 | 22.64 | 107% |
| Returns for 5 years | 54.54 | 107.32 | 51% |
| Returns for 10 years | 27.78 | N/A | - |
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