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JSVQX vs VISVX
JSVQX vs VISVX Comparison
Open Charts JSVQX vs VISVX
JPMorgan Small Cap Value R4
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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JSVQX vs VISVX Comparison Chart
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JSVQX vs. VISVX commentary
Sep 21, 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 JSVQX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. JSVQX (1.36B). VISVX pays higher dividends than JSVQX: VISVX (1.90) vs JSVQX (1.26). JSVQX was incepted earlier than VISVX: JSVQX (8 years) vs VISVX (26 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). JSVQX has a lower initial minimum investment than VISVX: JSVQX (0) vs VISVX (3000). JSVQX (26.20) and VISVX (25.80) have marching annual gain over last year. VISVX return over 5 years is better than : 56.98 vs. JSVQX (20.68).
| JSVQX | VISVX | JSVQX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 10.469 | 11.310 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 57.3B | 2% |
| Annual Yield % from dividends | 1.26 | 1.90 | 67% |
| Returns for 1 year | 26.20 | 25.80 | 102% |
| Returns for 3 years | -7.66 | 21.42 | -36% |
| Returns for 5 years | 20.68 | 56.98 | 36% |
| Returns for 10 years | N/A | 108.54 | - |