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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
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 JSCVX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JSCVX (1.27B). UBVVX pays higher dividends than JSCVX: UBVVX (1.59) vs JSCVX (0.34). 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 : 20.05 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JSCVX (17.02).
| 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 | 16.837 | 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 | 0.34 | 1.59 | 21% |
| Returns for 1 year | 20.05 | 8.29 | 242% |
| Returns for 3 years | 24.35 | 24.31 | 100% |
| Returns for 5 years | 17.02 | 20.79 | 82% |
| Returns for 10 years | 40.18 | N/A | - |
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