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JSIVX vs UBVVX
JSIVX vs UBVVX Comparison
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JSIVX vs UBVVX Comparison Chart in %
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JSIVX vs. UBVVX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JSIVX (1.27B). UBVVX pays higher dividends than JSIVX: UBVVX (1.59) vs JSIVX (0.53). JSIVX was incepted earlier than UBVVX: JSIVX (42 years) vs UBVVX (9 years). JSIVX (1.18) is less costly to investors than UBVVX (0.94). JSIVX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (35.00). 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 : 20.50 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JSIVX (19.29).
| 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 | 9 years | - |
| Gain YTD | 17.015 | 15.773 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 9.03B | 14% |
| Annual Yield % from dividends | 0.53 | 1.59 | 33% |
| Returns for 1 year | 20.50 | 8.29 | 247% |
| Returns for 3 years | 25.93 | 24.31 | 107% |
| Returns for 5 years | 19.29 | 20.79 | 93% |
| Returns for 10 years | 45.21 | N/A | - |
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