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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$23.70
Change+$0.26 (+1.11%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
JSVUX vs VSIAX Comparison Chart
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JSVUX vs. VSIAX commentary
Apr 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. JSVUX (1.06B). VSIAX pays higher dividends than JSVUX: VSIAX (2.27) vs JSVUX (1.16). JSVUX was incepted earlier than VSIAX: JSVUX (20 years) vs VSIAX (14 years). JSVUX (0.76) is less costly to investors than VSIAX (0.07). JSVUX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than JSVUX: VSIAX (3000) vs JSVUX (15000000). VSIAX annual gain was more profitable for investors over the last year : -2.89 vs. JSVUX (-10.38). VSIAX return over 5 years is better than : 84.34 vs. JSVUX (39.42).
| JSVUX | VSIAX | JSVUX / VSIAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.76 | 0.07 | 1,086% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -14.426 | -13.325 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 53.6B | 2% |
| Annual Yield % from dividends | 1.16 | 2.27 | 51% |
| Returns for 1 year | -10.38 | -2.89 | 359% |
| Returns for 3 years | -16.70 | 0.41 | -4,093% |
| Returns for 5 years | 39.42 | 84.34 | 47% |
| Returns for 10 years | -9.90 | 63.43 | -16% |
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