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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$25.40
Change-$0.72 (-2.76%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$80.53
Change-$1.67 (-2.03%)
VolumeN/A
Net Assets57.63B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Mar 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JSVRX (1.18B). VSIAX pays higher dividends than JSVRX: VSIAX (1.98) vs JSVRX (1.00). JSVRX was incepted earlier than VSIAX: JSVRX (19 years) vs VSIAX (13 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 : 3.54 vs. JSVRX (-4.28). VSIAX return over 5 years is better than : 67.49 vs. JSVRX (27.06).
| 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 | 13 years | - |
| Gain YTD | -5.087 | -3.487 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.6B | 2% |
| Annual Yield % from dividends | 1.00 | 1.98 | 50% |
| Returns for 1 year | -4.28 | 3.54 | -121% |
| Returns for 3 years | -6.10 | 16.55 | -37% |
| Returns for 5 years | 27.06 | 67.49 | 40% |
| Returns for 10 years | 2.22 | 89.97 | 2% |
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