Interact to see
Advertisement
Advertisement
JMCRX vs UBVVX
JMCRX vs UBVVX Comparison
Open Charts JMCRX vs UBVVX
JMCRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMCRX vs. UBVVX commentary
Aug 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 JMCRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JMCRX (32.3M). UBVVX pays higher dividends than JMCRX: UBVVX (1.59) 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 : 23.50 vs. UBVVX (8.29). JMCRX return over 5 years is better than : 43.17 vs. UBVVX (20.79).
| 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 | 19.603 | 15.773 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 9.03B | 0% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 23.50 | 8.29 | 283% |
| Returns for 3 years | 48.93 | 24.31 | 201% |
| Returns for 5 years | 43.17 | 20.79 | 208% |
| Returns for 10 years | 70.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers