Interact to see
Advertisement
Advertisement
JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$29.59
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets1.25B
Undiscovered Managers Behavioral Val R5
Price$86.85
Change+$0.74 (+0.86%)
VolumeN/A
Net Assets9.93B
JSVRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX vs. UBVVX commentary
Oct 06, 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 Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.93B vs. JSVRX (1.25B). 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: 61.00 vs. UBVVX (27.00). JSVRX (0) and UBVVX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 3.73 vs. UBVVX (2.23). UBVVX return over 5 years is better than : 95.90 vs. JSVRX (47.53).
| 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 | 8.286 | 3.417 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 9.93B | 13% |
| Annual Yield % from dividends | 0.95 | 1.80 | 53% |
| Returns for 1 year | 3.73 | 2.23 | 167% |
| Returns for 3 years | 18.21 | 16.46 | 111% |
| Returns for 5 years | 47.53 | 95.90 | 50% |
| Returns for 10 years | 24.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement