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JSVUX vs VSIIX
JSVUX vs VSIIX Comparison
Open Charts JSVUX vs VSIIX
JPMorgan Small Cap Value R6
Price$28.08
Change-$0.50 (-1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.55
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
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VS
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JSVUX vs VSIIX Comparison Chart
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JSVUX vs. VSIIX commentary
Sep 07, 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 Sell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. JSVUX (1.28B). VSIIX pays higher dividends than JSVUX: VSIIX (2.02) vs JSVUX (1.49). JSVUX was incepted earlier than VSIIX: JSVUX (20 years) vs VSIIX (25 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). VSIIX has a lower initial minimum investment than JSVUX: VSIIX (5000000) vs JSVUX (15000000). VSIIX (16.99) and JSVUX (16.54) have marching annual gain over last year. VSIIX return over 5 years is better than : 55.43 vs. JSVUX (21.77).
| JSVUX | VSIIX | JSVUX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.421 | 7.233 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 57.3B | 2% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 16.54 | 16.99 | 97% |
| Returns for 3 years | -15.06 | 11.34 | -133% |
| Returns for 5 years | 21.77 | 55.43 | 39% |
| Returns for 10 years | 7.73 | 93.38 | 8% |
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