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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$22.49
Change-$0.43 (-1.88%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
JSVZX vs VISVX Comparison Chart
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JSVZX vs. VISVX commentary
Jun 14, 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 JSVZX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVZX (1.17B). VISVX pays higher dividends than JSVZX: VISVX (2.11) vs JSVZX (0.62). JSVZX was incepted earlier than VISVX: JSVZX (17 years) vs VISVX (27 years). JSVZX (1.60) is less costly to investors than VISVX (0.19). JSVZX is a more actively managed with annual turnover of: 61.00 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 : 5.47 vs. JSVZX (-4.48). VISVX return over 5 years is better than : 83.38 vs. JSVZX (30.67).
| JSVZX | VISVX | JSVZX / VISVX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.60 | 0.19 | 842% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -5.250 | -2.793 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 54B | 2% |
| Annual Yield % from dividends | 0.62 | 2.11 | 29% |
| Returns for 1 year | -4.48 | 5.47 | -82% |
| Returns for 3 years | 1.22 | 28.14 | 4% |
| Returns for 5 years | 30.67 | 83.38 | 37% |
| Returns for 10 years | -10.88 | 82.95 | -13% |
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