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PSOAX vs UBVVX
PSOAX vs UBVVX Comparison
Open Charts PSOAX vs UBVVX
JPMorgan Small Cap Value A
Price$26.31
Change-$0.34 (-1.28%)
VolumeN/A
Net Assets1.26B
Undiscovered Managers Behavioral Val R5
Price$85.86
Change-$0.84 (-0.97%)
VolumeN/A
Net Assets9.91B
PSOAX vs UBVVX Comparison Chart in %
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PSOAX vs. UBVVX commentary
Oct 08, 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 PSOAX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.91B vs. PSOAX (1.26B). UBVVX pays higher dividends than PSOAX: UBVVX (1.80) vs PSOAX (0.76). PSOAX was incepted earlier than UBVVX: PSOAX (31 years) vs UBVVX (9 years). PSOAX (1.28) is less costly to investors than UBVVX (0.95). PSOAX is a more actively managed with annual turnover of: 61.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than PSOAX: UBVVX (0) vs PSOAX (1000). PSOAX annual gain was more profitable for investors over the last year : 2.71 vs. UBVVX (1.67). UBVVX return over 5 years is better than : 82.23 vs. PSOAX (33.19).
| PSOAX | UBVVX | PSOAX / UBVVX | |
| Total Expense Ratio | 1.19 | 0.90 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.95 | 135% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 8.446 | 3.239 | 261% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.91B | 13% |
| Annual Yield % from dividends | 0.76 | 1.80 | 42% |
| Returns for 1 year | 2.71 | 1.67 | 162% |
| Returns for 3 years | 20.47 | 20.21 | 101% |
| Returns for 5 years | 33.19 | 82.23 | 40% |
| Returns for 10 years | 12.66 | N/A | - |
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