JSVRX
Price
$30.14
Change
+$0.36 (+1.21%)
Updated
Oct 24 closing price
Net Assets
1.27B
VSIAX
Price
$90.34
Change
+$0.39 (+0.43%)
Updated
Oct 24 closing price
Net Assets
59.14B
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JSVRX vs VSIAX

Header iconJSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAXBanner chart's image
JPMorgan Small Cap Value R5
Price$30.14
Change+$0.36 (+1.21%)
VolumeN/A
Net Assets1.27B
Vanguard Small Cap Value Index Admiral
Price$90.34
Change+$0.39 (+0.43%)
VolumeN/A
Net Assets59.14B
JSVRX vs VSIAX Comparison Chart in %
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VS
JSVRX vs. VSIAX commentary
Oct 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. JSVRX (1.28B). VSIAX pays higher dividends than JSVRX: VSIAX (2.00) vs JSVRX (0.95). 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: 49.00 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 : 5.49 vs. JSVRX (4.40). VSIAX return over 5 years is better than : 77.16 vs. JSVRX (39.00).
JSVRXVSIAXJSVRX / VSIAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence19 years14 years-
Gain YTD10.2996.483159%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.28B59.1B2%
Annual Yield % from dividends0.952.0047%
Returns for 1 year4.405.4980%
Returns for 3 years17.8236.3549%
Returns for 5 years39.0077.1651%
Returns for 10 years25.19116.5622%
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