JSVUX
Price
$29.99
Change
+$0.25 (+0.84%)
Updated
Oct 15 closing price
Net Assets
1.26B
VSIAX
Price
$89.42
Change
+$0.21 (+0.24%)
Updated
Oct 15 closing price
Net Assets
59.14B
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JSVUX vs VSIAX

Header iconJSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAXBanner chart's image
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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VS
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.

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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).
JSVUXVSIAXJSVUX / VSIAX
Total Expense Ratio0.740.071,057%
Annual Report Gross Expense Ratio0.760.071,086%
Fund Existence21 years14 years-
Gain YTD8.6775.151168%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.26B59.1B2%
Annual Yield % from dividends1.042.0052%
Returns for 1 year1.043.1833%
Returns for 3 years23.2242.9454%
Returns for 5 years39.6577.4451%
Returns for 10 years22.61112.3520%
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