Interact to see
Advertisement
Advertisement
JDSAX vs UBVVX
JDSAX vs UBVVX Comparison
Open Charts JDSAX vs UBVVX
JDSAX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDSAX vs. UBVVX commentary
Aug 23, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JDSAX (1.27B). UBVVX pays higher dividends than JDSAX: UBVVX (1.59) 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 : 19.86 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JDSAX (16.15).
| 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 | 16.709 | 15.773 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 9.03B | 14% |
| Annual Yield % from dividends | 0.13 | 1.59 | 8% |
| Returns for 1 year | 19.86 | 8.29 | 240% |
| Returns for 3 years | 23.72 | 24.31 | 98% |
| Returns for 5 years | 16.15 | 20.79 | 78% |
| Returns for 10 years | 37.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement