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JSVPX vs VSIAX
JSVPX vs VSIAX Comparison
Open Charts JSVPX vs VSIAX
JPMorgan Small Cap Value R3
Price$27.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$87.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JSVPX vs VSIAX Comparison Chart
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JSVPX vs. VSIAX commentary
Oct 18, 2024
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 JSVPX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVPX (1.34B). VSIAX pays higher dividends than JSVPX: VSIAX (2.01) vs JSVPX (1.21). JSVPX was incepted earlier than VSIAX: JSVPX (8 years) vs VSIAX (13 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). JSVPX has a lower initial minimum investment than VSIAX: JSVPX (0) vs VSIAX (3000). JSVPX (29.21) and VSIAX (28.89) have marching annual gain over last year. VSIAX return over 5 years is better than : 62.01 vs. JSVPX (18.48).
| JSVPX | VSIAX | JSVPX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 12.580 | 14.252 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 58.3B | 2% |
| Annual Yield % from dividends | 1.21 | 2.01 | 60% |
| Returns for 1 year | 29.21 | 28.89 | 101% |
| Returns for 3 years | -14.22 | 17.63 | -81% |
| Returns for 5 years | 18.48 | 62.01 | 30% |
| Returns for 10 years | N/A | 124.16 | - |
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