Ad is loading...
JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSVRX vs VISVX Comparison Chart
Loading...
JSVRX vs. VISVX 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 JSVRX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. JSVRX (1.36B). VISVX pays higher dividends than JSVRX: VISVX (1.90) vs JSVRX (1.40). JSVRX was incepted earlier than VISVX: JSVRX (18 years) vs VISVX (26 years). JSVRX is a more actively managed with annual turnover of: 79.00 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 : 25.80 vs. JSVRX (22.80). VISVX return over 5 years is better than : 56.98 vs. JSVRX (20.70).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 9.915 | 11.310 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 57.3B | 2% |
| Annual Yield % from dividends | 1.40 | 1.90 | 74% |
| Returns for 1 year | 22.80 | 25.80 | 88% |
| Returns for 3 years | -9.98 | 21.42 | -47% |
| Returns for 5 years | 20.70 | 56.98 | 36% |
| Returns for 10 years | 13.63 | 108.54 | 13% |
View a ticker or compare two or three
VS
VS
Ad is loading...