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 a closer substitute for your current allocation.
Cheapest Alternatives to UBVSX
UBVSX charges 0.99% annually. There are 50 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | UBVSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | UBVSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | UBVSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | UBVSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | UBVSX vs VRTVX |
Best Risk-Adjusted Alternatives to UBVSX
UBVSX has a PortfoliosLab risk / return rank of 17. There are 121 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | UBVSX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | UBVSX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | UBVSX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | UBVSX vs FESCX | |
| Aegis Value Fund | 88 | — | May 1998 | UBVSX vs AVALX |
Top Performing UBVSX Alternatives (YTD)
UBVSX is at 8.05% YTD. There are 121 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | UBVSX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | UBVSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | UBVSX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | UBVSX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | UBVSX vs WSCVX |
Lowest Volatility Alternatives to UBVSX
UBVSX has 16.73% 1-year volatility. There are 37 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | UBVSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | UBVSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | UBVSX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | UBVSX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | UBVSX vs ARSMX |
Lowest Drawdown Alternatives to UBVSX
UBVSX has a 1-year max drawdown of -10.36%. There are 75 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | UBVSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | UBVSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | UBVSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | UBVSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | UBVSX vs TSLTX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | UBVSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | UBVSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | UBVSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | UBVSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | UBVSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | UBVSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | UBVSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | UBVSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | UBVSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | UBVSX vs VHIAX |
Often Compared With UBVSX
Investors most often compare UBVSX with FCPVX, VFH, MDY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare UBVSX with Any Fund or Stock
Compare UBVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UBVSX with funds that move differently
JPMorgan Undiscovered Managers Behavioral Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UBVSX.
Explore UBVSX Diversifiers