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JSVPX vs VSIAX
JSVPX vs VSIAX Comparison
Open Charts JSVPX vs VSIAX
JPMorgan Small Cap Value R3
Price$24.03
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index Admiral
Price$85.09
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets56.44B
JSVPX vs VSIAX Comparison Chart in %
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JSVPX vs. VSIAX commentary
Aug 08, 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 JSVPX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. JSVPX (1.18B). VSIAX pays higher dividends than JSVPX: VSIAX (2.07) vs JSVPX (0.82). JSVPX was incepted earlier than VSIAX: JSVPX (9 years) vs VSIAX (14 years). JSVPX (1.30) is less costly to investors than VSIAX (0.07). JSVPX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVPX has a lower initial minimum investment than VSIAX: JSVPX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 8.85 vs. JSVPX (-1.04). VSIAX return over 5 years is better than : 74.37 vs. JSVPX (25.33).
| JSVPX | VSIAX | JSVPX / VSIAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.30 | 0.07 | 1,857% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.821 | 0.255 | -715% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 56.4B | 2% |
| Annual Yield % from dividends | 0.82 | 2.07 | 39% |
| Returns for 1 year | -1.04 | 8.85 | -12% |
| Returns for 3 years | -3.54 | 22.20 | -16% |
| Returns for 5 years | 25.33 | 74.37 | 34% |
| Returns for 10 years | N/A | 94.51 | - |
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