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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$27.04
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index Admiral
Price$85.14
Change-$0.34 (-0.40%)
VolumeN/A
Net Assets56.44B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. JSVUX (1.18B). VSIAX pays higher dividends than JSVUX: VSIAX (2.07) vs JSVUX (1.14). 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 : 8.30 vs. JSVUX (-1.04). VSIAX return over 5 years is better than : 75.07 vs. JSVUX (32.02).
| 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 | -1.358 | 0.655 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 56.4B | 2% |
| Annual Yield % from dividends | 1.14 | 2.07 | 55% |
| Returns for 1 year | -1.04 | 8.30 | -12% |
| Returns for 3 years | 0.06 | 23.66 | 0% |
| Returns for 5 years | 32.02 | 75.07 | 43% |
| Returns for 10 years | 10.87 | 98.18 | 11% |
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