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JSCVX vs UBVVX
JSCVX vs UBVVX Comparison
Open Charts JSCVX vs UBVVX
JSCVX vs UBVVX Comparison Chart in %
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JSCVX 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 JSCVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. JSCVX (1.23B). UBVVX pays higher dividends than JSCVX: UBVVX (1.68) vs JSCVX (0.35). JSCVX was incepted earlier than UBVVX: JSCVX (39 years) vs UBVVX (9 years). JSCVX (1.23) is less costly to investors than UBVVX (0.94). JSCVX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JSCVX: UBVVX (0) vs JSCVX (2500). JSCVX annual gain was more profitable for investors over the last year : 24.42 vs. UBVVX (7.97). UBVVX (4.89) and JSCVX (4.83) have equivalent 5 years return.
| JSCVX | UBVVX | JSCVX / UBVVX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 10.358 | 6.934 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 8.91B | 14% |
| Annual Yield % from dividends | 0.35 | 1.68 | 21% |
| Returns for 1 year | 24.42 | 7.97 | 306% |
| Returns for 3 years | 19.30 | 18.26 | 106% |
| Returns for 5 years | 4.83 | 4.89 | 99% |
| Returns for 10 years | 40.39 | N/A | - |
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