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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$27.04
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. JSVUX (1.18B). VISVX pays higher dividends than JSVUX: VISVX (1.95) vs JSVUX (1.14). 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 : 8.83 vs. JSVUX (-1.04). VISVX return over 5 years is better than : 74.21 vs. JSVUX (32.02).
| 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 | -1.358 | 0.231 | -587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 56.4B | 2% |
| Annual Yield % from dividends | 1.14 | 1.95 | 58% |
| Returns for 1 year | -1.04 | 8.83 | -12% |
| Returns for 3 years | 0.06 | 22.14 | 0% |
| Returns for 5 years | 32.02 | 74.21 | 43% |
| Returns for 10 years | 10.87 | 94.10 | 12% |
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