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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$30.14
Change+$0.36 (+1.21%)
VolumeN/A
Net Assets1.27B
Undiscovered Managers Behavioral Val R5
Price$86.14
Change+$0.14 (+0.16%)
VolumeN/A
Net Assets9.76B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Oct 27, 2025
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 JSVRX is a StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.76B vs. JSVRX (1.28B). UBVVX pays higher dividends than JSVRX: UBVVX (1.80) vs JSVRX (0.95). JSVRX was incepted earlier than UBVVX: JSVRX (19 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than JSVRX (0.86). JSVRX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). JSVRX (0) and UBVVX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 4.40 vs. UBVVX (-0.23). UBVVX return over 5 years is better than : 75.07 vs. JSVRX (39.00).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 10.299 | 2.572 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 9.76B | 13% |
| Annual Yield % from dividends | 0.95 | 1.80 | 53% |
| Returns for 1 year | 4.40 | -0.23 | -1,937% |
| Returns for 3 years | 17.82 | 12.01 | 148% |
| Returns for 5 years | 39.00 | 75.07 | 52% |
| Returns for 10 years | 25.19 | N/A | - |
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