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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$26.91
Change-$0.24 (-0.88%)
VolumeN/A
Net Assets1.2B
Vanguard Small Cap Value Index Admiral
Price$85.25
Change-$0.78 (-0.91%)
VolumeN/A
Net Assets55.61B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Aug 01, 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 StrongBuy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. JSVRX (1.2B). VSIAX pays higher dividends than JSVRX: VSIAX (2.11) vs JSVRX (1.06). 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 : 1.64 vs. JSVRX (-9.15). VSIAX return over 5 years is better than : 85.07 vs. JSVRX (39.25).
| 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 | -0.972 | 1.303 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 55.6B | 2% |
| Annual Yield % from dividends | 1.06 | 2.11 | 50% |
| Returns for 1 year | -9.15 | 1.64 | -559% |
| Returns for 3 years | 1.52 | 23.74 | 6% |
| Returns for 5 years | 39.25 | 85.07 | 46% |
| Returns for 10 years | 9.06 | 97.57 | 9% |
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