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JSVDX vs UBVVX
JSVDX vs UBVVX Comparison
Open Charts JSVDX vs UBVVX
JSVDX vs UBVVX Comparison Chart in %
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JSVDX vs. UBVVX commentary
Aug 03, 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 Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. JSVDX (71.7M). UBVVX pays higher dividends than JSVDX: UBVVX (1.59) vs JSVDX (0.28). JSVDX was incepted earlier than UBVVX: JSVDX (15 years) vs UBVVX (9 years). JSVDX (1.30) is less costly to investors than UBVVX (0.94). JSVDX is a more actively managed with annual turnover of: 76.00 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 : 9.60 vs. JSVDX (7.83). JSVDX return over 5 years is better than : 22.62 vs. UBVVX (18.82).
| 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 | 9 years | - |
| Gain YTD | 11.074 | 14.187 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 9.02B | 1% |
| Annual Yield % from dividends | 0.28 | 1.59 | 18% |
| Returns for 1 year | 7.83 | 9.60 | 82% |
| Returns for 3 years | 21.60 | 14.27 | 151% |
| Returns for 5 years | 22.62 | 18.82 | 120% |
| Returns for 10 years | 43.31 | N/A | - |
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