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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$29.99
Change+$0.25 (+0.84%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index Admiral
Price$89.42
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets59.14B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX commentary
Oct 16, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. JSVUX (1.26B). VSIAX pays higher dividends than JSVUX: VSIAX (2.00) vs JSVUX (1.04). JSVUX was incepted earlier than VSIAX: JSVUX (21 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: 49.00 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 : 3.18 vs. JSVUX (1.04). VSIAX return over 5 years is better than : 77.44 vs. JSVUX (39.65).
| 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 | 21 years | 14 years | - |
| Gain YTD | 8.677 | 5.151 | 168% |
| 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 | 59.1B | 2% |
| Annual Yield % from dividends | 1.04 | 2.00 | 52% |
| Returns for 1 year | 1.04 | 3.18 | 33% |
| Returns for 3 years | 23.22 | 42.94 | 54% |
| Returns for 5 years | 39.65 | 77.44 | 51% |
| Returns for 10 years | 22.61 | 112.35 | 20% |
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