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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$27.37
Change-$0.71 (-2.53%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
Feb 23, 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 JSVUX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. JSVUX (1.22B). VISVX pays higher dividends than JSVUX: VISVX (1.90) vs JSVUX (1.49). JSVUX was incepted earlier than VISVX: JSVUX (20 years) vs VISVX (27 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than JSVUX: VISVX (3000) vs JSVUX (15000000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. JSVUX (3.11). VISVX return over 5 years is better than : 47.46 vs. JSVUX (14.34).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -0.761 | -0.316 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 60.2B | 2% |
| Annual Yield % from dividends | 1.49 | 1.90 | 78% |
| Returns for 1 year | 3.11 | 9.96 | 31% |
| Returns for 3 years | -1.41 | 17.90 | -8% |
| Returns for 5 years | 14.34 | 47.46 | 30% |
| Returns for 10 years | 5.30 | 90.10 | 6% |