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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
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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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).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 7.865 | 10.681 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 63B | 2% |
| Annual Yield % from dividends | 1.40 | 2.01 | 70% |
| Returns for 1 year | 10.35 | 10.31 | 100% |
| Returns for 3 years | 0.57 | 16.10 | 4% |
| Returns for 5 years | 17.21 | 46.43 | 37% |
| Returns for 10 years | 12.30 | 97.87 | 13% |