Ad is loading...
JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$25.27
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
JSVUX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVUX vs. VSIAX commentary
May 09, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. JSVUX (1.13B). VSIAX pays higher dividends than JSVUX: VSIAX (2.34) vs JSVUX (1.20). 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 : -1.59 vs. JSVUX (-10.40). VSIAX return over 5 years is better than : 84.86 vs. JSVUX (38.26).
| 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 | -9.780 | -7.985 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 1.20 | 2.34 | 51% |
| Returns for 1 year | -10.40 | -1.59 | 655% |
| Returns for 3 years | -6.82 | 11.88 | -57% |
| Returns for 5 years | 38.26 | 84.86 | 45% |
| Returns for 10 years | -4.17 | 75.35 | -6% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPLG | 66.02 | 0.28 | +0.43% |
| SPDR® Portfolio S&P 500® ETF | |||
| FINS | 13.18 | 0.04 | +0.27% |
| Angel Oak Financial Strategies Income Term Trust | |||
| BNDW | 68.93 | 0.17 | +0.25% |
| Vanguard Total World Bond ETF | |||
| XDQQ | 32.74 | 0.07 | +0.20% |
| Innovator Gr 100 Acltd ETF™ Quarterly | |||
| IAF | 4.22 | -0.03 | -0.82% |
| abrdn Australia Equity Fund | |||