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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$28.74
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Nov 20, 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 JSVRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. JSVRX (1.21B). VISVX pays higher dividends than JSVRX: VISVX (1.90) vs JSVRX (0.94). JSVRX was incepted earlier than VISVX: JSVRX (20 years) vs VISVX (28 years). JSVRX (0.86) is less costly to investors than VISVX (0.19). JSVRX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). JSVRX has a lower initial minimum investment than VISVX: JSVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.93 vs. JSVRX (-5.01). VISVX return over 5 years is better than : 55.92 vs. JSVRX (21.45).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.175 | 2.266 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 58.3B | 2% |
| Annual Yield % from dividends | 0.94 | 1.90 | 49% |
| Returns for 1 year | -5.01 | -1.93 | 260% |
| Returns for 3 years | 8.10 | 24.30 | 33% |
| Returns for 5 years | 21.45 | 55.92 | 38% |
| Returns for 10 years | 16.18 | 104.09 | 16% |
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