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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$27.60
Change-$1.29 (-4.47%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
JSVUX vs VISVX Comparison Chart
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JSVUX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. JSVUX (1.32B). VISVX pays higher dividends than JSVUX: VISVX (1.90) vs JSVUX (1.49). JSVUX was incepted earlier than VISVX: JSVUX (20 years) vs VISVX (27 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 annual gain was more profitable for investors over the last year : 16.18 vs. JSVUX (10.44). VISVX return over 5 years is better than : 52.67 vs. JSVUX (17.73).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 7.977 | 14.945 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 63B | 2% |
| Annual Yield % from dividends | 1.49 | 1.90 | 78% |
| Returns for 1 year | 10.44 | 16.18 | 65% |
| Returns for 3 years | 0.77 | 20.58 | 4% |
| Returns for 5 years | 17.73 | 52.67 | 34% |
| Returns for 10 years | 13.24 | 105.07 | 13% |
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