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JISCX vs UBVVX
JISCX vs UBVVX Comparison
Open Charts JISCX vs UBVVX
JISCX vs UBVVX Comparison Chart in %
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JISCX 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 JISCX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JISCX (1.27B). UBVVX pays higher dividends than JISCX: UBVVX (1.59) vs JISCX (0.03). JISCX was incepted earlier than UBVVX: JISCX (17 years) vs UBVVX (9 years). JISCX (1.49) is less costly to investors than UBVVX (0.94). JISCX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JISCX: UBVVX (0) vs JISCX (2500). JISCX annual gain was more profitable for investors over the last year : 19.70 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JISCX (15.20).
| JISCX | UBVVX | JISCX / UBVVX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.49 | 0.94 | 159% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 16.609 | 15.773 | 105% |
| Front Load | N/A | 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 | 0.03 | 1.59 | 2% |
| Returns for 1 year | 19.70 | 8.29 | 238% |
| Returns for 3 years | 23.11 | 24.31 | 95% |
| Returns for 5 years | 15.20 | 20.79 | 73% |
| Returns for 10 years | 36.05 | N/A | - |
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