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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$29.26
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
PSOPX vs UBVVX Comparison Chart in %
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PSOPX vs. UBVVX commentary
Oct 18, 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 PSOPX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.47B vs. PSOPX (1.24B). UBVVX pays higher dividends than PSOPX: UBVVX (1.80) vs PSOPX (0.86). PSOPX was incepted earlier than UBVVX: PSOPX (31 years) vs UBVVX (9 years). PSOPX (1.01) is less costly to investors than UBVVX (0.95). PSOPX is a more actively managed with annual turnover of: 49.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than PSOPX: UBVVX (0) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : -1.88 vs. UBVVX (-5.39). UBVVX return over 5 years is better than : 75.94 vs. PSOPX (36.60).
| PSOPX | UBVVX | PSOPX / UBVVX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.01 | 0.95 | 106% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 7.198 | -0.857 | -840% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 9.47B | 13% |
| Annual Yield % from dividends | 0.86 | 1.80 | 48% |
| Returns for 1 year | -1.88 | -5.39 | 35% |
| Returns for 3 years | 16.54 | 10.55 | 157% |
| Returns for 5 years | 36.60 | 75.94 | 48% |
| Returns for 10 years | 18.01 | N/A | - |
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