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JSVQX vs VSIIX
JSVQX vs VSIIX Comparison
Open Charts JSVQX vs VSIIX
JPMorgan Small Cap Value R4
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
JSVQX vs VSIIX Comparison Chart
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JSVQX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. JSVQX (1.36B). VSIIX pays higher dividends than JSVQX: VSIIX (2.02) vs JSVQX (1.26). JSVQX was incepted earlier than VSIIX: JSVQX (8 years) vs VSIIX (25 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). JSVQX has a lower initial minimum investment than VSIIX: JSVQX (0) vs VSIIX (5000000). JSVQX (26.20) and VSIIX (25.85) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.12 vs. JSVQX (20.68).
| JSVQX | VSIIX | JSVQX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 10.469 | 11.364 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 57.3B | 2% |
| Annual Yield % from dividends | 1.26 | 2.02 | 63% |
| Returns for 1 year | 26.20 | 25.85 | 101% |
| Returns for 3 years | -7.66 | 21.47 | -36% |
| Returns for 5 years | 20.68 | 57.12 | 36% |
| Returns for 10 years | N/A | 109.23 | - |
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