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JSVUX vs UBVVX
JSVUX vs UBVVX Comparison
Open Charts JSVUX vs UBVVX
JSVUX vs UBVVX Comparison Chart in %
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JSVUX vs. UBVVX commentary
Sep 20, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.47B vs. JSVUX (1.24B). UBVVX pays higher dividends than JSVUX: UBVVX (1.59) vs JSVUX (0.76). JSVUX was incepted earlier than UBVVX: JSVUX (22 years) vs UBVVX (10 years). UBVVX (0.94) is less costly to investors than JSVUX (0.76). JSVUX is a more actively managed with annual turnover of: 82.00 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 : 14.17 vs. UBVVX (-1.29). UBVVX return over 5 years is better than : 14.34 vs. JSVUX (5.47).
| 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 | 10 years | - |
| Gain YTD | 19.355 | 8.725 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 8.47B | 15% |
| Annual Yield % from dividends | 0.76 | 1.59 | 48% |
| Returns for 1 year | 14.17 | -1.29 | -1,097% |
| Returns for 3 years | 43.64 | 17.09 | 255% |
| Returns for 5 years | 5.47 | 14.34 | 38% |
| Returns for 10 years | 35.45 | N/A | - |
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