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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$25.88
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Jun 07, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVRX (1.15B). VSIAX pays higher dividends than JSVRX: VSIAX (2.23) vs JSVRX (1.05). JSVRX was incepted earlier than VSIAX: JSVRX (19 years) vs VSIAX (14 years). JSVRX (0.86) is less costly to investors than VSIAX (0.07). JSVRX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVRX has a lower initial minimum investment than VSIAX: JSVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.02 vs. JSVRX (-6.02). VSIAX return over 5 years is better than : 64.97 vs. JSVRX (22.30).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -7.243 | -4.234 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 1.05 | 2.23 | 47% |
| Returns for 1 year | -6.02 | 3.02 | -199% |
| Returns for 3 years | -8.93 | 12.14 | -74% |
| Returns for 5 years | 22.30 | 64.97 | 34% |
| Returns for 10 years | -1.75 | 82.86 | -2% |
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