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JSIVX vs UBVVX
JSIVX vs UBVVX Comparison
Open Charts JSIVX vs UBVVX
JSIVX vs UBVVX Comparison Chart in %
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JSIVX vs. UBVVX commentary
Sep 12, 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 JSIVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. JSIVX (1.22B). UBVVX pays higher dividends than JSIVX: UBVVX (1.59) vs JSIVX (0.53). JSIVX was incepted earlier than UBVVX: JSIVX (42 years) vs UBVVX (10 years). JSIVX (1.18) is less costly to investors than UBVVX (0.94). UBVVX is a more actively managed with annual turnover of: 35.00 vs. JSIVX (33.00). UBVVX has a lower initial minimum investment than JSIVX: UBVVX (0) vs JSIVX (250000). JSIVX annual gain was more profitable for investors over the last year : 11.60 vs. UBVVX (-0.18). JSIVX return over 5 years is better than : 17.26 vs. UBVVX (15.59).
| JSIVX | UBVVX | JSIVX / UBVVX | |
| Total Expense Ratio | 1.18 | 0.90 | 131% |
| Annual Report Gross Expense Ratio | 1.18 | 0.94 | 126% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 14.063 | 10.400 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 8.48B | 14% |
| Annual Yield % from dividends | 0.53 | 1.59 | 33% |
| Returns for 1 year | 11.60 | -0.18 | -6,445% |
| Returns for 3 years | 22.49 | 17.88 | 126% |
| Returns for 5 years | 17.26 | 15.59 | 111% |
| Returns for 10 years | 44.74 | N/A | - |
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