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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$30.75
Change+$1.46 (+4.98%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
PSOPX vs UBVVX Comparison Chart in %
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PSOPX vs. UBVVX commentary
Feb 04, 2026
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: 8.97B vs. PSOPX (1.26B). UBVVX pays higher dividends than PSOPX: UBVVX (1.73) vs PSOPX (0.81). PSOPX was incepted earlier than UBVVX: PSOPX (31 years) vs UBVVX (9 years). PSOPX (1.01) is less costly to investors than UBVVX (0.94). PSOPX is a more actively managed with annual turnover of: 72.00 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 : 11.82 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. PSOPX (7.22).
| PSOPX | UBVVX | PSOPX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 8.850 | 5.130 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 8.97B | 14% |
| Annual Yield % from dividends | 0.81 | 1.73 | 47% |
| Returns for 1 year | 11.82 | -1.54 | -769% |
| Returns for 3 years | 17.28 | 4.94 | 350% |
| Returns for 5 years | 7.22 | 25.41 | 28% |
| Returns for 10 years | 49.01 | N/A | - |
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