Interact to see
Advertisement
Advertisement
JSCVX vs UBVVX
JSCVX vs UBVVX Comparison
Open Charts JSCVX vs UBVVX
JSCVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCVX vs. UBVVX commentary
Sep 14, 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: 8.5B vs. JSCVX (1.22B). UBVVX pays higher dividends than JSCVX: UBVVX (1.59) vs JSCVX (0.34). JSCVX was incepted earlier than UBVVX: JSCVX (39 years) vs UBVVX (10 years). JSCVX (1.23) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. JSCVX (33.00). 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 : 11.21 vs. UBVVX (0.12). UBVVX return over 5 years is better than : 15.94 vs. JSCVX (15.03).
| 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 | 10 years | - |
| Gain YTD | 13.853 | 10.733 | 129% |
| 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 | 0.34 | 1.59 | 21% |
| Returns for 1 year | 11.21 | 0.12 | 9,291% |
| Returns for 3 years | 20.90 | 18.24 | 115% |
| Returns for 5 years | 15.03 | 15.94 | 94% |
| Returns for 10 years | 39.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers