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JSVQX vs VSIAX
JSVQX vs VSIAX Comparison
Open Charts JSVQX vs VSIAX
JPMorgan Small Cap Value R4
Price$27.83
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
JSVQX vs VSIAX Comparison Chart in %
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JSVQX vs. VSIAX commentary
Aug 17, 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 JSVQX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. JSVQX (1.23B). VSIAX pays higher dividends than JSVQX: VSIAX (2.07) vs JSVQX (0.93). JSVQX was incepted earlier than VSIAX: JSVQX (9 years) vs VSIAX (14 years). JSVQX (1.01) is less costly to investors than VSIAX (0.07). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVQX has a lower initial minimum investment than VSIAX: JSVQX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 7.37 vs. JSVQX (-0.17). VSIAX return over 5 years is better than : 77.81 vs. JSVQX (32.79).
| JSVQX | VSIAX | JSVQX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.302 | 3.399 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 56.4B | 2% |
| Annual Yield % from dividends | 0.93 | 2.07 | 45% |
| Returns for 1 year | -0.17 | 7.37 | -2% |
| Returns for 3 years | -1.02 | 20.16 | -5% |
| Returns for 5 years | 32.79 | 77.81 | 42% |
| Returns for 10 years | N/A | 101.05 | - |
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