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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$25.27
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
May 09, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. JSVUX (1.13B). VISVX pays higher dividends than JSVUX: VISVX (2.21) vs JSVUX (1.20). 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 : -1.63 vs. JSVUX (-10.40). VISVX return over 5 years is better than : 84.69 vs. JSVUX (38.26).
| 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 | -9.780 | -8.018 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 1.20 | 2.21 | 54% |
| Returns for 1 year | -10.40 | -1.63 | 638% |
| Returns for 3 years | -6.82 | 11.80 | -58% |
| Returns for 5 years | 38.26 | 84.69 | 45% |
| Returns for 10 years | -4.17 | 74.91 | -6% |
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