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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$28.27
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVRX (1.29B). VSIAX pays higher dividends than JSVRX: VSIAX (2.01) vs JSVRX (1.40). JSVRX was incepted earlier than VSIAX: JSVRX (19 years) vs VSIAX (13 years). JSVRX is a more actively managed with annual turnover of: 79.00 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 : 18.49 vs. JSVRX (10.45). VSIAX return over 5 years is better than : 50.37 vs. JSVRX (14.93).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 2.725 | 3.217 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 58.3B | 2% |
| Annual Yield % from dividends | 1.40 | 2.01 | 70% |
| Returns for 1 year | 10.45 | 18.49 | 57% |
| Returns for 3 years | -3.18 | 17.05 | -19% |
| Returns for 5 years | 14.93 | 50.37 | 30% |
| Returns for 10 years | 12.67 | 109.60 | 12% |
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