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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
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. JSVDX (72.1M). UBVVX pays higher dividends than JSVDX: UBVVX (1.68) 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). JSVDX annual gain was more profitable for investors over the last year : 13.56 vs. UBVVX (8.85). JSVDX return over 5 years is better than : 20.46 vs. UBVVX (11.28).
| 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 | 11.541 | 8.750 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 8.74B | 1% |
| Annual Yield % from dividends | 0.28 | 1.68 | 17% |
| Returns for 1 year | 13.56 | 8.85 | 153% |
| Returns for 3 years | 30.64 | 22.53 | 136% |
| Returns for 5 years | 20.46 | 11.28 | 181% |
| Returns for 10 years | 49.18 | N/A | - |
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