JPMorgan Undiscovered Managers Behavioral Value Fund Class I (UBVSX) Alternatives
JPMorgan Undiscovered Managers Behavioral Value Fund Class I (UBVSX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UBVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to UBVSX
UBVSX charges 0.99% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among UBVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | UBVSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | UBVSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | UBVSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | UBVSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | UBVSX vs VSMVX |
Best Risk-Adjusted Alternatives to UBVSX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | UBVSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | UBVSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | UBVSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | UBVSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | UBVSX vs MMEYX |
Top Performing UBVSX Alternatives (YTD)
UBVSX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | UBVSX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | UBVSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | UBVSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | UBVSX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | UBVSX vs MMEYX |
Lowest Volatility Alternatives to UBVSX
UBVSX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | UBVSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | UBVSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | UBVSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | UBVSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | UBVSX vs TASCX |
Lowest Drawdown Alternatives to UBVSX
UBVSX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | UBVSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | UBVSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | UBVSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | UBVSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | UBVSX vs JMCRX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | UBVSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | UBVSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | UBVSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | UBVSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | UBVSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | UBVSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | UBVSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | UBVSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | UBVSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | UBVSX vs VHIAX |
Often Compared With UBVSX
What investors most often compare with UBVSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Small Cap Value Fund | Small Cap Value Equities | 28 | -0.85% | Nov 3, 2004 | UBVSX vs FCPVX | |
| Vanguard Financials ETF | Financials Equities | 17 | -9.21% | Jan 26, 2004 | UBVSX vs VFH | |
| SPDR S&P MidCap 400 ETF | Small Cap Growth Equities | 52 | 2.49% | May 4, 1995 | UBVSX vs MDY | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | UBVSX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | UBVSX vs VSCAX |
Compare UBVSX with Any Fund or Stock
Compare UBVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.