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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$27.37
Change-$0.71 (-2.53%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
JSVUX vs VSIAX Comparison Chart
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JSVUX vs. VSIAX commentary
Feb 23, 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: 60.2B vs. JSVUX (1.22B). VSIAX pays higher dividends than JSVUX: VSIAX (2.01) vs JSVUX (1.49). JSVUX was incepted earlier than VSIAX: JSVUX (20 years) vs VSIAX (13 years). JSVUX is a more actively managed with annual turnover of: 79.00 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 : 9.98 vs. JSVUX (3.11). VSIAX return over 5 years is better than : 47.61 vs. JSVUX (14.34).
| JSVUX | VSIAX | JSVUX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | -0.761 | -0.294 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 60.2B | 2% |
| Annual Yield % from dividends | 1.49 | 2.01 | 74% |
| Returns for 1 year | 3.11 | 9.98 | 31% |
| Returns for 3 years | -1.41 | 17.97 | -8% |
| Returns for 5 years | 14.34 | 47.61 | 30% |
| Returns for 10 years | 5.30 | 90.53 | 6% |