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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
Sep 12, 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: 8.48B vs. JSVRX (1.25B). UBVVX pays higher dividends than JSVRX: UBVVX (1.59) vs JSVRX (0.68). JSVRX was incepted earlier than UBVVX: JSVRX (20 years) vs UBVVX (10 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 : 16.52 vs. UBVVX (-0.18). UBVVX return over 5 years is better than : 15.59 vs. JSVRX (6.03).
| 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 | 10 years | - |
| Gain YTD | 20.448 | 10.400 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.48B | 15% |
| Annual Yield % from dividends | 0.68 | 1.59 | 43% |
| Returns for 1 year | 16.52 | -0.18 | -9,174% |
| Returns for 3 years | 42.83 | 17.88 | 240% |
| Returns for 5 years | 6.03 | 15.59 | 39% |
| Returns for 10 years | 37.07 | N/A | - |
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