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JISCX vs UBVVX
JISCX vs UBVVX Comparison
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JISCX vs UBVVX Comparison Chart in %
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JISCX vs. UBVVX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B 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 : 24.64 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. JISCX (14.45).
| 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 | 16.480 | 14.187 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 9.02B | 14% |
| Annual Yield % from dividends | 0.03 | 1.59 | 2% |
| Returns for 1 year | 24.64 | 9.60 | 257% |
| Returns for 3 years | 16.29 | 14.27 | 114% |
| Returns for 5 years | 14.45 | 18.82 | 77% |
| Returns for 10 years | 40.74 | N/A | - |
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