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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JPMorgan Small Cap Value R5
Price$28.74
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets1.21B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. JSVRX (1.21B). UBVVX pays higher dividends than JSVRX: UBVVX (1.87) vs JSVRX (0.94). JSVRX was incepted earlier than UBVVX: JSVRX (20 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: 72.00 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 : -5.01 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. JSVRX (21.45).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 5.175 | -5.073 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.88B | 14% |
| Annual Yield % from dividends | 0.94 | 1.87 | 50% |
| Returns for 1 year | -5.01 | -10.42 | 48% |
| Returns for 3 years | 8.10 | -0.89 | -910% |
| Returns for 5 years | 21.45 | 41.70 | 51% |
| Returns for 10 years | 16.18 | N/A | - |
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