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JSVRX vs VSIIX
JSVRX vs VSIIX Comparison
Open Charts JSVRX vs VSIIX
JPMorgan Small Cap Value R5
Price$23.97
Change+$1.69 (+7.59%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Value Index I
Price$42.46
Change+$3.35 (+8.57%)
VolumeN/A
Net Assets53.62B
JSVRX vs VSIIX Comparison Chart
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JSVRX vs. VSIIX commentary
Apr 11, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. JSVRX (1.01B). VSIIX pays higher dividends than JSVRX: VSIIX (2.28) vs JSVRX (1.04). JSVRX was incepted earlier than VSIIX: JSVRX (19 years) vs VSIIX (25 years). JSVRX (0.86) is less costly to investors than VSIIX (0.06). JSVRX is a more actively managed with annual turnover of: 61.00 vs. VSIIX (16.00). JSVRX has a lower initial minimum investment than VSIIX: JSVRX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -13.29 vs. JSVRX (-19.53). VSIIX return over 5 years is better than : 69.81 vs. JSVRX (26.62).
| JSVRX | VSIIX | JSVRX / VSIIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -18.987 | -17.717 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 53.6B | 2% |
| Annual Yield % from dividends | 1.04 | 2.28 | 46% |
| Returns for 1 year | -19.53 | -13.29 | 147% |
| Returns for 3 years | -20.21 | -3.70 | 546% |
| Returns for 5 years | 26.62 | 69.81 | 38% |
| Returns for 10 years | -16.34 | 55.00 | -30% |
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