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JMCRX vs UBVVX
JMCRX vs UBVVX Comparison
Open Charts JMCRX vs UBVVX
JMCRX vs UBVVX Comparison Chart in %
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JMCRX vs. UBVVX commentary
Jun 04, 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 JMCRX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. JMCRX (30.7M). UBVVX pays higher dividends than JMCRX: UBVVX (1.68) vs JMCRX (0.00). JMCRX was incepted earlier than UBVVX: JMCRX (16 years) vs UBVVX (9 years). JMCRX (1.50) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. JMCRX (6.00). UBVVX has a lower initial minimum investment than JMCRX: UBVVX (0) vs JMCRX (10000). JMCRX annual gain was more profitable for investors over the last year : 29.40 vs. UBVVX (7.97). JMCRX return over 5 years is better than : 27.10 vs. UBVVX (4.89).
| JMCRX | UBVVX | JMCRX / UBVVX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.50 | 0.94 | 160% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 13.249 | 6.934 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.7M | 8.91B | 0% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 29.40 | 7.97 | 369% |
| Returns for 3 years | 50.24 | 18.26 | 275% |
| Returns for 5 years | 27.10 | 4.89 | 554% |
| Returns for 10 years | 70.35 | N/A | - |
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