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JSVQX vs VSIIX
JSVQX vs VSIIX Comparison
Open Charts JSVQX vs VSIIX
JPMorgan Small Cap Value R4
Price$27.83
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
JSVQX vs VSIIX Comparison Chart in %
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JSVQX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. JSVQX (1.23B). VSIIX pays higher dividends than JSVQX: VSIIX (2.08) vs JSVQX (0.93). JSVQX was incepted earlier than VSIIX: JSVQX (9 years) vs VSIIX (26 years). JSVQX (1.01) is less costly to investors than VSIIX (0.06). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VSIIX (16.00). JSVQX has a lower initial minimum investment than VSIIX: JSVQX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 7.38 vs. JSVQX (-0.17). VSIIX return over 5 years is better than : 77.86 vs. JSVQX (32.79).
| JSVQX | VSIIX | JSVQX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 2.302 | 3.388 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 56.4B | 2% |
| Annual Yield % from dividends | 0.93 | 2.08 | 44% |
| Returns for 1 year | -0.17 | 7.38 | -2% |
| Returns for 3 years | -1.02 | 20.15 | -5% |
| Returns for 5 years | 32.79 | 77.86 | 42% |
| Returns for 10 years | N/A | 101.06 | - |
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