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JSCOX vs UBVVX
JSCOX vs UBVVX Comparison
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JSCOX vs UBVVX Comparison Chart in %
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JSCOX 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 JSCOX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JSCOX (1.27B). UBVVX pays higher dividends than JSCOX: UBVVX (1.59) vs JSCOX (0.36). JSCOX was incepted earlier than UBVVX: JSCOX (17 years) vs UBVVX (9 years). JSCOX (1.12) is less costly to investors than UBVVX (0.94). JSCOX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). 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 : 20.16 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JSCOX (17.62).
| 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 | 9 years | - |
| Gain YTD | 16.915 | 15.773 | 107% |
| 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 | 0.36 | 1.59 | 23% |
| Returns for 1 year | 20.16 | 8.29 | 243% |
| Returns for 3 years | 24.72 | 24.31 | 102% |
| Returns for 5 years | 17.62 | 20.79 | 85% |
| Returns for 10 years | 41.80 | N/A | - |
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