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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$29.24
Change-$0.56 (-1.88%)
VolumeN/A
Net Assets1.23B
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
PSOPX vs UBVVX Comparison Chart in %
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PSOPX vs. UBVVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. PSOPX (1.23B). UBVVX pays higher dividends than PSOPX: UBVVX (1.87) vs PSOPX (0.86). 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 : -3.93 vs. UBVVX (-8.50). UBVVX return over 5 years is better than : 52.26 vs. PSOPX (28.72).
| 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 | 9.214 | -1.548 | -595% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 9.16B | 13% |
| Annual Yield % from dividends | 0.86 | 1.87 | 46% |
| Returns for 1 year | -3.93 | -8.50 | 46% |
| Returns for 3 years | 10.18 | 2.01 | 507% |
| Returns for 5 years | 28.72 | 52.26 | 55% |
| Returns for 10 years | 22.34 | N/A | - |
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