JSVRX
Price
$25.40
Change
-$0.72 (-2.76%)
Updated
Mar 10 closing price
Net Assets
1.17B
VSIAX
Price
$80.53
Change
-$1.67 (-2.03%)
Updated
Mar 10 closing price
Net Assets
57.63B
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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$25.40
Change-$0.72 (-2.76%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$80.53
Change-$1.67 (-2.03%)
VolumeN/A
Net Assets57.63B
JSVRX vs VSIAX Comparison Chart
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VS
JSVRX vs. VSIAX commentary
Mar 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 Hold and VSIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JSVRX (1.18B). VSIAX pays higher dividends than JSVRX: VSIAX (1.98) vs JSVRX (1.00). JSVRX was incepted earlier than VSIAX: JSVRX (19 years) vs VSIAX (13 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 : 3.54 vs. JSVRX (-4.28). VSIAX return over 5 years is better than : 67.49 vs. JSVRX (27.06).
JSVRXVSIAXJSVRX / VSIAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence19 years13 years-
Gain YTD-5.087-3.487146%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.18B57.6B2%
Annual Yield % from dividends1.001.9850%
Returns for 1 year-4.283.54-121%
Returns for 3 years-6.1016.55-37%
Returns for 5 years27.0667.4940%
Returns for 10 years2.2289.972%
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