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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Sep 21, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. JSVRX (1.36B). VSIAX pays higher dividends than JSVRX: VSIAX (2.01) vs JSVRX (1.40). JSVRX was incepted earlier than VSIAX: JSVRX (18 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 (22.80) and VSIAX (21.77) have marching annual gain over last year. VSIAX return over 5 years is better than : 55.85 vs. JSVRX (20.70).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 9.915 | 10.460 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 57.3B | 2% |
| Annual Yield % from dividends | 1.40 | 2.01 | 70% |
| Returns for 1 year | 22.80 | 21.77 | 105% |
| Returns for 3 years | -9.98 | 17.82 | -56% |
| Returns for 5 years | 20.70 | 55.85 | 37% |
| Returns for 10 years | 13.63 | 102.73 | 13% |
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