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JSVQX vs VSIAX
JSVQX vs VSIAX Comparison
Open Charts JSVQX vs VSIAX
JPMorgan Small Cap Value R4
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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JSVQX vs VSIAX Comparison Chart
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JSVQX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. JSVQX (1.36B). VSIAX pays higher dividends than JSVQX: VSIAX (2.01) vs JSVQX (1.26). JSVQX was incepted earlier than VSIAX: JSVQX (8 years) vs VSIAX (13 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). JSVQX has a lower initial minimum investment than VSIAX: JSVQX (0) vs VSIAX (3000). JSVQX (26.20) and VSIAX (25.86) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.13 vs. JSVQX (20.68).
| JSVQX | VSIAX | JSVQX / 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 | 10.469 | 11.368 | 92% |
| 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 | 2.01 | 63% |
| Returns for 1 year | 26.20 | 25.86 | 101% |
| Returns for 3 years | -7.66 | 21.48 | -36% |
| Returns for 5 years | 20.68 | 57.13 | 36% |
| Returns for 10 years | N/A | 109.18 | - |