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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$29.59
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index Admiral
Price$90.75
Change+$0.52 (+0.58%)
VolumeN/A
Net Assets59.22B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. JSVRX (1.25B). VSIAX pays higher dividends than JSVRX: VSIAX (2.00) vs JSVRX (0.95). 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 : 7.56 vs. JSVRX (3.73). VSIAX return over 5 years is better than : 89.78 vs. JSVRX (47.53).
| 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 | 8.286 | 6.966 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.95 | 2.00 | 47% |
| Returns for 1 year | 3.73 | 7.56 | 49% |
| Returns for 3 years | 18.21 | 39.83 | 46% |
| Returns for 5 years | 47.53 | 89.78 | 53% |
| Returns for 10 years | 24.38 | 120.63 | 20% |
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