Interact to see
Advertisement
Advertisement
JSVDX vs UBVVX
JSVDX vs UBVVX Comparison
Open Charts JSVDX vs UBVVX
JSVDX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVDX vs. UBVVX commentary
Sep 13, 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 JSVDX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. JSVDX (69.7M). UBVVX pays higher dividends than JSVDX: UBVVX (1.59) vs JSVDX (0.28). JSVDX was incepted earlier than UBVVX: JSVDX (15 years) vs UBVVX (10 years). JSVDX (1.30) is less costly to investors than UBVVX (0.94). JSVDX is a more actively managed with annual turnover of: 54.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JSVDX: UBVVX (0) vs JSVDX (2500). UBVVX annual gain was more profitable for investors over the last year : -0.18 vs. JSVDX (-1.63). JSVDX return over 5 years is better than : 23.53 vs. UBVVX (15.59).
| JSVDX | UBVVX | JSVDX / UBVVX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.30 | 0.94 | 138% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.139 | 10.400 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 8.48B | 1% |
| Annual Yield % from dividends | 0.28 | 1.59 | 18% |
| Returns for 1 year | -1.63 | -0.18 | 904% |
| Returns for 3 years | 24.74 | 17.88 | 138% |
| Returns for 5 years | 23.53 | 15.59 | 151% |
| Returns for 10 years | 38.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement