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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$28.86
Change+$1.13 (+4.08%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$50.15
Change+$1.55 (+3.19%)
VolumeN/A
Net Assets56.44B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Aug 25, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. JSVRX (1.26B). VISVX pays higher dividends than JSVRX: VISVX (1.95) vs JSVRX (1.04). JSVRX was incepted earlier than VISVX: JSVRX (19 years) vs VISVX (27 years). JSVRX (0.86) is less costly to investors than VISVX (0.19). JSVRX is a more actively managed with annual turnover of: 61.00 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 : 9.02 vs. JSVRX (1.97). VISVX return over 5 years is better than : 86.95 vs. JSVRX (42.76).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 5.265 | 5.779 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 56.4B | 2% |
| Annual Yield % from dividends | 1.04 | 1.95 | 53% |
| Returns for 1 year | 1.97 | 9.02 | 22% |
| Returns for 3 years | 6.45 | 28.05 | 23% |
| Returns for 5 years | 42.76 | 86.95 | 49% |
| Returns for 10 years | 27.69 | 126.80 | 22% |
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