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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$25.94
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
Jun 07, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVUX (1.15B). VISVX pays higher dividends than JSVUX: VISVX (2.11) vs JSVUX (1.16). JSVUX was incepted earlier than VISVX: JSVUX (20 years) vs VISVX (27 years). JSVUX (0.76) is less costly to investors than VISVX (0.19). JSVUX is a more actively managed with annual turnover of: 61.00 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 : 2.98 vs. JSVUX (-5.93). VISVX return over 5 years is better than : 64.79 vs. JSVUX (22.87).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -7.204 | -4.268 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | -5.93 | 2.98 | -199% |
| Returns for 3 years | -8.70 | 12.08 | -72% |
| Returns for 5 years | 22.87 | 64.79 | 35% |
| Returns for 10 years | -0.91 | 82.39 | -1% |
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