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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$28.33
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
JSVUX vs VSIAX Comparison Chart
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JSVUX vs. VSIAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVUX (1.29B). 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 : 18.49 vs. JSVUX (10.56). VSIAX return over 5 years is better than : 50.37 vs. JSVUX (15.45).
| 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 | 2.719 | 3.217 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 58.3B | 2% |
| Annual Yield % from dividends | 1.49 | 2.01 | 74% |
| Returns for 1 year | 10.56 | 18.49 | 57% |
| Returns for 3 years | -2.97 | 17.05 | -17% |
| Returns for 5 years | 15.45 | 50.37 | 31% |
| Returns for 10 years | 13.62 | 109.60 | 12% |
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