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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$30.21
Change+$0.36 (+1.21%)
VolumeN/A
Net Assets1.27B
Vanguard Small Cap Value Index Admiral
Price$90.34
Change+$0.39 (+0.43%)
VolumeN/A
Net Assets59.14B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. JSVUX (1.28B). 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 : 5.49 vs. JSVUX (4.53). VSIAX return over 5 years is better than : 77.16 vs. JSVUX (39.67).
| 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 | 21 years | 14 years | - |
| Gain YTD | 10.394 | 6.483 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 59.1B | 2% |
| Annual Yield % from dividends | 1.04 | 2.00 | 52% |
| Returns for 1 year | 4.53 | 5.49 | 82% |
| Returns for 3 years | 18.19 | 36.35 | 50% |
| Returns for 5 years | 39.67 | 77.16 | 51% |
| Returns for 10 years | 26.36 | 116.56 | 23% |
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