Interact to see
Advertisement
Advertisement
PSOAX vs UBVVX
PSOAX vs UBVVX Comparison
Open Charts PSOAX vs UBVVX
JPMorgan Small Cap Value A
Price$25.77
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets1.21B
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
PSOAX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSOAX vs. UBVVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. PSOAX (1.21B). UBVVX pays higher dividends than PSOAX: UBVVX (1.87) 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: 72.00 vs. UBVVX (35.00). 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 : -5.89 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. PSOAX (16.28).
| 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 | 4.865 | -5.073 | -96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.88B | 14% |
| Annual Yield % from dividends | 0.76 | 1.87 | 41% |
| Returns for 1 year | -5.89 | -10.42 | 57% |
| Returns for 3 years | 5.56 | -0.89 | -624% |
| Returns for 5 years | 16.28 | 41.70 | 39% |
| Returns for 10 years | 7.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCVIX | 19.67 | N/A | N/A |
| Fidelity Advisor Small Cap Value I | |||
| VMCPX | 381.51 | N/A | N/A |
| Vanguard Mid Cap Index InstitutionalPlus | |||
| TPISX | 13.55 | N/A | N/A |
| Nuveen Quant Intl Small Cap Eq Premier | |||
| DNLYX | 60.87 | -0.04 | -0.07% |
| BNY Mellon Active MidCap Y | |||
| CLIFX | 22.30 | -0.05 | -0.22% |
| Clifford Capital Partners Institutional | |||