JSVUX
Price
$25.94
Change
+$0.37 (+1.45%)
Updated
Jun 6 closing price
Net Assets
1.15B
VSIAX
Price
$82.42
Change
+$0.99 (+1.22%)
Updated
Jun 6 closing price
Net Assets
54.02B
Interact to see
Advertisement

JSVUX vs VSIAX

Header iconJSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAXBanner chart's image
JPMorgan Small Cap Value R6
Price$25.94
Change+$0.37 (+1.45%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
JSVUX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JSVUX vs. VSIAX commentary
Jun 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVUX (1.15B). VSIAX pays higher dividends than JSVUX: VSIAX (2.23) 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 : 3.02 vs. JSVUX (-5.93). VSIAX return over 5 years is better than : 64.97 vs. JSVUX (22.87).
JSVUXVSIAXJSVUX / VSIAX
Total Expense Ratio0.740.071,057%
Annual Report Gross Expense Ratio0.760.071,086%
Fund Existence20 years14 years-
Gain YTD-7.204-4.234170%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B54B2%
Annual Yield % from dividends1.162.2352%
Returns for 1 year-5.933.02-196%
Returns for 3 years-8.7012.14-72%
Returns for 5 years22.8764.9735%
Returns for 10 years-0.9182.86-1%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MEMX31.270.19
+0.60%
Matthews Emerging Markets Ex Chn Act ETF
SCHF21.860.07
+0.32%
Schwab International Equity ETF™
HYGV40.320.01
+0.02%
FlexShares HY Val-Scrd Bd
PZT21.35-0.12
-0.58%
Invesco New York AMT-Free Muni Bd ETF
PPT3.66-0.03
-0.81%
Putnam Premier Income Trust