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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$28.08
Change-$0.50 (-1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.47
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
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JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
Sep 08, 2024
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 Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. JSVUX (1.28B). VISVX pays higher dividends than JSVUX: VISVX (1.90) vs JSVUX (1.49). JSVUX was incepted earlier than VISVX: JSVUX (20 years) vs VISVX (26 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than JSVUX: VISVX (3000) vs JSVUX (15000000). VISVX (16.92) and JSVUX (16.54) have marching annual gain over last year. VISVX return over 5 years is better than : 55.22 vs. JSVUX (21.77).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 6.421 | 7.175 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 57.3B | 2% |
| Annual Yield % from dividends | 1.49 | 1.90 | 78% |
| Returns for 1 year | 16.54 | 16.92 | 98% |
| Returns for 3 years | -15.06 | 11.28 | -133% |
| Returns for 5 years | 21.77 | 55.22 | 39% |
| Returns for 10 years | 7.73 | 92.78 | 8% |
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