JSVRX
Price
$27.53
Change
-$1.29 (-4.48%)
Updated
Dec 18 closing price
VSIAX
Price
$85.23
Change
-$3.35 (-3.78%)
Updated
Dec 18 closing price
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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$27.53
Change-$1.29 (-4.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
JSVRX vs VSIAX Comparison Chart
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VS
JSVRX vs. VSIAX commentary
Dec 19, 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 Hold and VSIAX is a Hold.

FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. JSVRX (1.32B). 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 (10.35) and VSIAX (10.31) have marching annual gain over last year. VSIAX return over 5 years is better than : 46.43 vs. JSVRX (17.21).
JSVRXVSIAXJSVRX / VSIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years13 years-
Gain YTD7.86510.68174%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.32B63B2%
Annual Yield % from dividends1.402.0170%
Returns for 1 year10.3510.31100%
Returns for 3 years0.5716.104%
Returns for 5 years17.2146.4337%
Returns for 10 years12.3097.8713%
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