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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$31.14
Change-$0.24 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Nov 14, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JSVRX (1.41B). 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). JSVRX annual gain was more profitable for investors over the last year : 37.06 vs. VSIAX (29.94). VSIAX return over 5 years is better than : 59.96 vs. JSVRX (24.89).
| 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 | 17.446 | 17.342 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 57.6B | 2% |
| Annual Yield % from dividends | 1.40 | 2.01 | 70% |
| Returns for 1 year | 37.06 | 29.94 | 124% |
| Returns for 3 years | -12.62 | 15.20 | -83% |
| Returns for 5 years | 24.89 | 59.96 | 42% |
| Returns for 10 years | 18.72 | 112.55 | 17% |
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