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JSVUX vs UBVVX
JSVUX vs UBVVX Comparison
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JSVUX vs UBVVX Comparison Chart in %
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JSVUX vs. UBVVX commentary
Aug 23, 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 JSVUX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.03B vs. JSVUX (1.3B). UBVVX pays higher dividends than JSVUX: UBVVX (1.59) vs JSVUX (0.76). JSVUX was incepted earlier than UBVVX: JSVUX (22 years) vs UBVVX (9 years). UBVVX (0.94) 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 : 27.72 vs. UBVVX (8.29). UBVVX return over 5 years is better than : 20.79 vs. JSVUX (11.43).
| JSVUX | UBVVX | JSVUX / UBVVX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.76 | 0.94 | 81% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 24.228 | 15.773 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 9.03B | 14% |
| Annual Yield % from dividends | 0.76 | 1.59 | 48% |
| Returns for 1 year | 27.72 | 8.29 | 334% |
| Returns for 3 years | 47.93 | 24.31 | 197% |
| Returns for 5 years | 11.43 | 20.79 | 55% |
| Returns for 10 years | 37.91 | N/A | - |
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