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PSOPX vs UBVVX
PSOPX vs UBVVX Comparison
Open Charts PSOPX vs UBVVX
JPMorgan Small Cap Value I
Price$28.68
Change-$0.09 (-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
PSOPX vs UBVVX Comparison Chart in %
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PSOPX 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 PSOPX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. PSOPX (1.21B). UBVVX pays higher dividends than PSOPX: UBVVX (1.87) 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: 72.00 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 : -5.11 vs. UBVVX (-10.42). UBVVX return over 5 years is better than : 41.70 vs. PSOPX (20.82).
| 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 | 5.109 | -5.073 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.88B | 14% |
| Annual Yield % from dividends | 0.86 | 1.87 | 46% |
| Returns for 1 year | -5.11 | -10.42 | 49% |
| Returns for 3 years | 7.78 | -0.89 | -873% |
| Returns for 5 years | 20.82 | 41.70 | 50% |
| Returns for 10 years | 15.02 | N/A | - |
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