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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$27.61
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.26
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets55.61B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Jul 10, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. JSVRX (1.22B). VISVX pays higher dividends than JSVRX: VISVX (1.99) vs JSVRX (1.06). 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 : 11.80 vs. JSVRX (3.35). VISVX return over 5 years is better than : 94.71 vs. JSVRX (49.18).
| 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 | 0.049 | 1.349 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 55.6B | 2% |
| Annual Yield % from dividends | 1.06 | 1.99 | 53% |
| Returns for 1 year | 3.35 | 11.80 | 28% |
| Returns for 3 years | 10.33 | 33.58 | 31% |
| Returns for 5 years | 49.18 | 94.71 | 52% |
| Returns for 10 years | 6.47 | 94.66 | 7% |
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