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JSVRX vs UBVVX
JSVRX vs UBVVX Comparison
Open Charts JSVRX vs UBVVX
JSVRX vs UBVVX Comparison Chart in %
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JSVRX vs. UBVVX commentary
Jun 04, 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 Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.91B vs. JSVRX (1.27B). 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 : 31.42 vs. UBVVX (7.97). UBVVX return over 5 years is better than : 4.89 vs. JSVRX (-2.87).
| 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 | 16.355 | 6.934 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 8.91B | 14% |
| Annual Yield % from dividends | 0.77 | 1.68 | 46% |
| Returns for 1 year | 31.42 | 7.97 | 394% |
| Returns for 3 years | 40.92 | 18.26 | 224% |
| Returns for 5 years | -2.87 | 4.89 | -59% |
| Returns for 10 years | 37.17 | N/A | - |
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