JSVUX
Price
$27.10
Change
-$0.19 (-0.70%)
Updated
Feb 28, 6:59 PM EST
VSIIX
Price
$43.60
Change
-$0.11 (-0.25%)
Updated
Feb 28, 6:59 PM EST
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Compare predictions JSVUX vs VSIIX

Header iconJSVUX vs VSIIX Comparison
Open Charts JSVUX vs VSIIXBanner chart's image
JPMorgan Small Cap Value R6
Price$27.10
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$43.60
Change-$0.11 (-0.25%)
VolumeN/A
CapitalizationN/A
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JSVUX vs VSIIX Comparison Chart

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VS
JSVUX vs. VSIIX commentary
Feb 29, 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 Buy and VSIIX is a Hold.

FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 50.6B vs. JSVUX (1.41B). VSIIX pays higher dividends than JSVUX: VSIIX (2.18) vs JSVUX (1.68). JSVUX was incepted earlier than VSIIX: JSVUX (19 years) vs VSIIX (24 years). JSVUX (0.76) is less costly to investors than VSIIX (0.06). JSVUX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (13.00). VSIIX has a lower initial minimum investment than JSVUX: VSIIX (5000000) vs JSVUX (15000000). VSIIX annual gain was more profitable for investors over the last year : 8.13 vs. JSVUX (6.57). VSIIX return over 5 years is better than : 39.69 vs. JSVUX (9.23).
JSVUXVSIIXJSVUX / VSIIX
Total Expense Ratio0.740.061,233%
Annual Report Gross Expense Ratio0.760.061,267%
Fund Existence19 years24 years-
Gain YTD1.2241.110110%
Front LoadN/AN/A-
Min. Initial Investment150000005000000300%
Min. Initial Investment IRAN/AN/A-
Net Assets1.41B50.6B3%
Annual Yield % from dividends1.682.1877%
Returns for 1 year6.578.1381%
Returns for 3 years-9.3616.44-57%
Returns for 5 years9.2339.6923%
Returns for 10 years5.2094.026%
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