Interact to see
Advertisement
Advertisement
JSVQX vs VSIAX
JSVQX vs VSIAX Comparison
Open Charts JSVQX vs VSIAX
JPMorgan Small Cap Value R4
Price$29.11
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index Admiral
Price$90.24
Change+$1.12 (+1.26%)
VolumeN/A
Net Assets59.22B
JSVQX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. VSIAX commentary
Sep 06, 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: 59.2B vs. JSVQX (1.25B). VSIAX pays higher dividends than JSVQX: VSIAX (1.97) vs JSVQX (0.87). 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 : 7.76 vs. JSVQX (1.00). VSIAX return over 5 years is better than : 83.33 vs. JSVQX (39.06).
| 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 | 4.635 | 4.941 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.87 | 1.97 | 44% |
| Returns for 1 year | 1.00 | 7.76 | 13% |
| Returns for 3 years | 11.52 | 33.32 | 35% |
| Returns for 5 years | 39.06 | 83.33 | 47% |
| Returns for 10 years | N/A | 119.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers