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JDSNX vs UBVVX
JDSNX vs UBVVX Comparison
Open Charts JDSNX vs UBVVX
JDSNX vs UBVVX Comparison Chart in %
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JDSNX 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 JDSNX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JDSNX (1.27B). UBVVX pays higher dividends than JDSNX: UBVVX (1.59) vs JDSNX (0.57). JDSNX was incepted earlier than UBVVX: JDSNX (14 years) vs UBVVX (9 years). JDSNX (0.98) and UBVVX (0.94) have similar cost to investors . JDSNX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JDSNX: UBVVX (0) vs JDSNX (1000000). JDSNX annual gain was more profitable for investors over the last year : 20.35 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JDSNX (18.38).
| JDSNX | UBVVX | JDSNX / UBVVX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 0.94 | 104% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 17.009 | 15.773 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 9.03B | 14% |
| Annual Yield % from dividends | 0.57 | 1.59 | 36% |
| Returns for 1 year | 20.35 | 8.29 | 245% |
| Returns for 3 years | 25.17 | 24.31 | 104% |
| Returns for 5 years | 18.38 | 20.79 | 88% |
| Returns for 10 years | 43.52 | N/A | - |
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