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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$30.63
Change+$0.28 (+0.92%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.28 (+0.56%)
VolumeN/A
Net Assets58.35B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Nov 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. JSVUX (1.26B). VISVX pays higher dividends than JSVUX: VISVX (1.90) vs JSVUX (1.03). JSVUX was incepted earlier than VISVX: JSVUX (21 years) vs VISVX (28 years). JSVUX (0.76) is less costly to investors than VISVX (0.19). JSVUX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than JSVUX: VISVX (3000) vs JSVUX (15000000). JSVUX (-2.36) and VISVX (-2.41) have marching annual gain over last year. VISVX return over 5 years is better than : 55.96 vs. JSVUX (23.82).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 11.929 | 6.172 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 58.3B | 2% |
| Annual Yield % from dividends | 1.03 | 1.90 | 54% |
| Returns for 1 year | -2.36 | -2.41 | 98% |
| Returns for 3 years | 13.78 | 26.40 | 52% |
| Returns for 5 years | 23.82 | 55.96 | 43% |
| Returns for 10 years | 22.49 | 108.77 | 21% |
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