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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$26.57
Change+$0.36 (+1.37%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$46.87
Change+$0.66 (+1.43%)
VolumeN/A
Net Assets54.02B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Jun 27, 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 (1.17B). 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 : 6.43 vs. JSVUX (-1.51). VISVX return over 5 years is better than : 91.76 vs. JSVUX (45.11).
| 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 | -4.881 | -2.646 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 54B | 2% |
| Annual Yield % from dividends | 1.16 | 2.11 | 55% |
| Returns for 1 year | -1.51 | 6.43 | -24% |
| Returns for 3 years | 4.15 | 26.58 | 16% |
| Returns for 5 years | 45.11 | 91.76 | 49% |
| Returns for 10 years | 1.75 | 86.99 | 2% |
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