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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$29.26
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$50.30
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets59.22B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Sep 16, 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: 59.2B vs. JSVRX (1.25B). VISVX pays higher dividends than JSVRX: VISVX (1.86) vs JSVRX (0.98). 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 : 8.05 vs. JSVRX (1.33). VISVX return over 5 years is better than : 85.77 vs. JSVRX (43.60).
| 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 | 6.286 | 6.264 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.98 | 1.86 | 53% |
| Returns for 1 year | 1.33 | 8.05 | 17% |
| Returns for 3 years | 14.79 | 36.32 | 41% |
| Returns for 5 years | 43.60 | 85.77 | 51% |
| Returns for 10 years | 23.67 | 117.41 | 20% |
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