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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. JDSAX (1.22B). UBVVX pays higher dividends than JDSAX: UBVVX (1.59) vs JDSAX (0.13). JDSAX was incepted earlier than UBVVX: JDSAX (17 years) vs UBVVX (10 years). JDSAX (1.46) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. JDSAX (33.00). 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 : 11.02 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. JDSAX (14.20).
| 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 | 10 years | - |
| Gain YTD | 13.713 | 10.400 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.48B | 14% |
| Annual Yield % from dividends | 0.13 | 1.59 | 8% |
| Returns for 1 year | 11.02 | -0.18 | -6,122% |
| Returns for 3 years | 20.33 | 17.88 | 114% |
| Returns for 5 years | 14.20 | 15.59 | 91% |
| Returns for 10 years | 37.26 | N/A | - |
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