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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$25.46
Change-$0.73 (-2.79%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$44.93
Change-$0.94 (-2.05%)
VolumeN/A
Net Assets57.63B
JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. JSVUX (1.18B). VISVX pays higher dividends than JSVUX: VISVX (1.86) vs JSVUX (1.11). 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 : 3.50 vs. JSVUX (-4.15). VISVX return over 5 years is better than : 67.32 vs. JSVUX (27.73).
| 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 | -5.040 | -3.513 | 143% |
| 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 | 57.6B | 2% |
| Annual Yield % from dividends | 1.11 | 1.86 | 60% |
| Returns for 1 year | -4.15 | 3.50 | -119% |
| Returns for 3 years | -5.86 | 16.49 | -36% |
| Returns for 5 years | 27.73 | 67.32 | 41% |
| Returns for 10 years | 3.09 | 89.46 | 3% |
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