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JSCOX vs UBVVX
JSCOX vs UBVVX Comparison
Open Charts JSCOX vs UBVVX
JSCOX vs UBVVX Comparison Chart in %
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JSCOX vs. UBVVX commentary
Sep 15, 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 JSCOX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.5B vs. JSCOX (1.22B). UBVVX pays higher dividends than JSCOX: UBVVX (1.59) vs JSCOX (0.36). JSCOX was incepted earlier than UBVVX: JSCOX (17 years) vs UBVVX (10 years). JSCOX (1.12) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. JSCOX (33.00). UBVVX has a lower initial minimum investment than JSCOX: UBVVX (0) vs JSCOX (2500). JSCOX annual gain was more profitable for investors over the last year : 11.29 vs. UBVVX (0.12). UBVVX (15.94) and JSCOX (15.63) have equivalent 5 years return.
| JSCOX | UBVVX | JSCOX / UBVVX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.12 | 0.94 | 119% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 13.940 | 10.733 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.5B | 14% |
| Annual Yield % from dividends | 0.36 | 1.59 | 23% |
| Returns for 1 year | 11.29 | 0.12 | 9,358% |
| Returns for 3 years | 21.28 | 18.24 | 117% |
| Returns for 5 years | 15.63 | 15.94 | 98% |
| Returns for 10 years | 41.24 | N/A | - |
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