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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$31.14
Change-$0.24 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.43
Change-$0.20 (-0.40%)
VolumeN/A
CapitalizationN/A
JSVRX vs VISVX Comparison Chart
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JSVRX vs. VISVX commentary
Nov 14, 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: 57.6B vs. JSVRX (1.41B). VISVX pays higher dividends than JSVRX: VISVX (1.90) vs JSVRX (1.40). JSVRX was incepted earlier than VISVX: JSVRX (19 years) vs VISVX (27 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). JSVRX (37.06) and VISVX (36.15) have marching annual gain over last year. VISVX return over 5 years is better than : 61.14 vs. JSVRX (24.89).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 17.446 | 17.759 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 57.6B | 2% |
| Annual Yield % from dividends | 1.40 | 1.90 | 74% |
| Returns for 1 year | 37.06 | 36.15 | 103% |
| Returns for 3 years | -12.62 | 15.62 | -81% |
| Returns for 5 years | 24.89 | 61.14 | 41% |
| Returns for 10 years | 18.72 | 112.83 | 17% |