JSVRX
Price
$27.61
Change
+$0.18 (+0.66%)
Updated
Jul 9 closing price
Net Assets
1.22B
VSIAX
Price
$86.47
Change
+$0.39 (+0.45%)
Updated
Jul 9 closing price
Net Assets
55.61B
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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$27.61
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$86.47
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets55.61B
JSVRX vs VSIAX Comparison Chart in %
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VS
JSVRX vs. VSIAX commentary
Jul 10, 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.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. JSVRX (1.22B). VSIAX pays higher dividends than JSVRX: VSIAX (2.11) vs JSVRX (1.06). 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 : 11.83 vs. JSVRX (3.35). VSIAX return over 5 years is better than : 94.91 vs. JSVRX (49.18).
JSVRXVSIAXJSVRX / VSIAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence19 years14 years-
Gain YTD0.0491.3614%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B55.6B2%
Annual Yield % from dividends1.062.1150%
Returns for 1 year3.3511.8328%
Returns for 3 years10.3333.6731%
Returns for 5 years49.1894.9152%
Returns for 10 years6.4795.097%
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