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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$24.80
Change-$0.44 (-1.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.47
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
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JSVZX vs VISVX Comparison Chart
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JSVZX vs. VISVX commentary
Sep 08, 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 JSVZX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. JSVZX (1.28B). VISVX pays higher dividends than JSVZX: VISVX (1.90) vs JSVZX (1.07). JSVZX was incepted earlier than VISVX: JSVZX (16 years) vs VISVX (26 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). JSVZX has a lower initial minimum investment than VISVX: JSVZX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.92 vs. JSVZX (15.64). VISVX return over 5 years is better than : 55.22 vs. JSVZX (14.42).
| JSVZX | VISVX | JSVZX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.875 | 7.175 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 57.3B | 2% |
| Annual Yield % from dividends | 1.07 | 1.90 | 56% |
| Returns for 1 year | 15.64 | 16.92 | 92% |
| Returns for 3 years | -18.66 | 11.28 | -165% |
| Returns for 5 years | 14.42 | 55.22 | 26% |
| Returns for 10 years | -3.32 | 92.78 | -4% |