JSVUX
Price
$27.06
Change
-$0.00 (-0.00%)
Updated
Feb 16, 6:59 PM EST
VSIAX
Price
$77.45
Change
-$0.00 (-0.00%)
Updated
Feb 16, 6:59 PM EST
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JSVUX vs VSIAX ᐉ Comparison: Which is Better to Invest?

Header iconJSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAXBanner chart's image
JPMorgan Small Cap Value R6
Price$27.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$77.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JSVUX vs VSIAX Comparison Chart

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VS
JSVUX vs. VSIAX commentary
Feb 21, 2024

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: 50.6B vs. JSVUX (1.42B). VSIAX pays higher dividends than JSVUX: VSIAX (2.17) vs JSVUX (1.68). JSVUX was incepted earlier than VSIAX: JSVUX (19 years) vs VSIAX (12 years). JSVUX (0.76) is less costly to investors than VSIAX (0.07). JSVUX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (13.00). 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 : 4.41 vs. JSVUX (2.72). VSIAX return over 5 years is better than : 38.59 vs. JSVUX (8.31).
JSVUXVSIAXJSVUX / VSIAX
Total Expense Ratio0.740.071,057%
Annual Report Gross Expense Ratio0.760.071,086%
Fund Existence19 years12 years-
Gain YTD0.3710.142261%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B50.6B3%
Annual Yield % from dividends1.682.1777%
Returns for 1 year2.724.4162%
Returns for 3 years-10.4414.86-70%
Returns for 5 years8.3138.5922%
Returns for 10 years6.2295.816%
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