Interact to see
Advertisement
Advertisement
JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JSVRX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX 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 JSVRX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.74B vs. JSVRX (1.31B). UBVVX pays higher dividends than JSVRX: UBVVX (1.68) vs JSVRX (0.77). JSVRX was incepted earlier than UBVVX: JSVRX (20 years) vs UBVVX (9 years). UBVVX (0.94) is less costly to investors than JSVRX (0.87). 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 : 33.43 vs. UBVVX (8.85). UBVVX return over 5 years is better than : 11.28 vs. JSVRX (2.42).
| JSVRX | UBVVX | JSVRX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.87 | 0.94 | 93% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 20.099 | 8.750 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 8.74B | 15% |
| Annual Yield % from dividends | 0.77 | 1.68 | 46% |
| Returns for 1 year | 33.43 | 8.85 | 378% |
| Returns for 3 years | 47.46 | 22.53 | 211% |
| Returns for 5 years | 2.42 | 11.28 | 21% |
| Returns for 10 years | 45.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers