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JDSAX vs UBVVX
JDSAX vs UBVVX Comparison
Open Charts JDSAX vs UBVVX
JDSAX vs UBVVX Comparison Chart in %
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JDSAX vs. UBVVX commentary
Jun 24, 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 JDSAX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. JDSAX (1.21B). UBVVX pays higher dividends than JDSAX: UBVVX (1.68) vs JDSAX (0.13). JDSAX was incepted earlier than UBVVX: JDSAX (17 years) vs UBVVX (9 years). JDSAX (1.46) is less costly to investors than UBVVX (0.94). JDSAX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JDSAX: UBVVX (0) vs JDSAX (2500). JDSAX annual gain was more profitable for investors over the last year : 25.30 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. JDSAX (9.15).
| JDSAX | UBVVX | JDSAX / UBVVX | |
| Total Expense Ratio | 1.46 | 0.90 | 162% |
| Annual Report Gross Expense Ratio | 1.46 | 0.94 | 155% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 12.869 | 8.750 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.74B | 14% |
| Annual Yield % from dividends | 0.13 | 1.68 | 8% |
| Returns for 1 year | 25.30 | 8.85 | 286% |
| Returns for 3 years | 23.01 | 22.53 | 102% |
| Returns for 5 years | 9.15 | 11.28 | 81% |
| Returns for 10 years | 45.28 | N/A | - |
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