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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$23.97
Change+$1.69 (+7.59%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Value Index I
Price$42.40
Change+$3.34 (+8.55%)
VolumeN/A
Net Assets53.62B
JSVRX vs VISVX Comparison Chart
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JSVRX vs. VISVX commentary
Apr 11, 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: 53.6B vs. JSVRX (1.01B). VISVX pays higher dividends than JSVRX: VISVX (2.14) 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 : -13.30 vs. JSVRX (-19.53). VISVX return over 5 years is better than : 69.67 vs. JSVRX (26.62).
| 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 | -18.987 | -17.709 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 53.6B | 2% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | -19.53 | -13.30 | 147% |
| Returns for 3 years | -20.21 | -3.75 | 539% |
| Returns for 5 years | 26.62 | 69.67 | 38% |
| Returns for 10 years | -16.34 | 54.64 | -30% |
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