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JDSRX vs UBVVX
JDSRX vs UBVVX Comparison
Open Charts JDSRX vs UBVVX
JDSRX vs UBVVX Comparison Chart in %
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JDSRX 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 JDSRX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. JDSRX (1.21B). UBVVX pays higher dividends than JDSRX: UBVVX (1.68) vs JDSRX (0.00). JDSRX was incepted earlier than UBVVX: JDSRX (17 years) vs UBVVX (9 years). JDSRX (1.73) is less costly to investors than UBVVX (0.94). JDSRX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JDSRX: UBVVX (0) vs JDSRX (2500). JDSRX annual gain was more profitable for investors over the last year : 24.69 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. JDSRX (6.40).
| JDSRX | UBVVX | JDSRX / UBVVX | |
| Total Expense Ratio | 1.73 | 0.90 | 192% |
| Annual Report Gross Expense Ratio | 1.73 | 0.94 | 184% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 12.689 | 8.750 | 145% |
| Front Load | N/A | 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 | 0.00 | 1.68 | - |
| Returns for 1 year | 24.69 | 8.85 | 279% |
| Returns for 3 years | 21.05 | 22.53 | 93% |
| Returns for 5 years | 6.40 | 11.28 | 57% |
| Returns for 10 years | 38.88 | N/A | - |
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