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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$27.53
Change-$1.29 (-4.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
JSVRX vs VISVX Comparison Chart
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JSVRX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. JSVRX (1.32B). 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 (10.35) and VISVX (10.29) have marching annual gain over last year. VISVX return over 5 years is better than : 46.30 vs. JSVRX (17.21).
| 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 | 7.865 | 10.619 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 63B | 2% |
| Annual Yield % from dividends | 1.40 | 1.90 | 74% |
| Returns for 1 year | 10.35 | 10.29 | 101% |
| Returns for 3 years | 0.57 | 16.04 | 4% |
| Returns for 5 years | 17.21 | 46.30 | 37% |
| Returns for 10 years | 12.30 | 97.35 | 13% |
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