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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$23.97
Change+$1.69 (+7.59%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Value Index Admiral
Price$75.97
Change+$5.99 (+8.56%)
VolumeN/A
Net Assets53.62B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Apr 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. JSVRX (1.01B). VSIAX pays higher dividends than JSVRX: VSIAX (2.27) vs JSVRX (1.04). 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 : -13.27 vs. JSVRX (-19.53). VSIAX return over 5 years is better than : 69.79 vs. JSVRX (26.62).
| 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 | -18.987 | -17.700 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 53.6B | 2% |
| Annual Yield % from dividends | 1.04 | 2.27 | 46% |
| Returns for 1 year | -19.53 | -13.27 | 147% |
| Returns for 3 years | -20.21 | -3.70 | 546% |
| Returns for 5 years | 26.62 | 69.79 | 38% |
| Returns for 10 years | -16.34 | 54.98 | -30% |
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