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JSVUX vs UBVVX
JSVUX vs UBVVX Comparison
Open Charts JSVUX vs UBVVX
JPMorgan Small Cap Value R6
Price$30.63
Change+$0.28 (+0.92%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$84.15
Change+$0.23 (+0.27%)
VolumeN/A
Net Assets9.27B
JSVUX vs UBVVX Comparison Chart in %
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JSVUX vs. UBVVX commentary
Nov 27, 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 JSVUX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.27B vs. JSVUX (1.26B). UBVVX pays higher dividends than JSVUX: UBVVX (1.87) vs JSVUX (1.03). JSVUX was incepted earlier than UBVVX: JSVUX (21 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 72.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than JSVUX: UBVVX (0) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : -2.36 vs. UBVVX (-9.40). UBVVX return over 5 years is better than : 43.68 vs. JSVUX (23.82).
| JSVUX | UBVVX | JSVUX / UBVVX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.95 | 80% |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 11.929 | 0.202 | 5,893% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.27B | 14% |
| Annual Yield % from dividends | 1.03 | 1.87 | 55% |
| Returns for 1 year | -2.36 | -9.40 | 25% |
| Returns for 3 years | 13.78 | 2.41 | 573% |
| Returns for 5 years | 23.82 | 43.68 | 55% |
| Returns for 10 years | 22.49 | N/A | - |
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