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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
May 09, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. JSVRX (1.13B). VSIAX pays higher dividends than JSVRX: VSIAX (2.34) vs JSVRX (1.08). 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 : -1.42 vs. JSVRX (-10.12). VSIAX return over 5 years is better than : 85.43 vs. JSVRX (37.79).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -9.679 | -7.703 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 1.08 | 2.34 | 46% |
| Returns for 1 year | -10.12 | -1.42 | 712% |
| Returns for 3 years | -3.81 | 16.06 | -24% |
| Returns for 5 years | 37.79 | 85.43 | 44% |
| Returns for 10 years | -4.77 | 75.85 | -6% |
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