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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
JSVZX vs VISVX Comparison Chart in %
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JSVZX vs. VISVX commentary
Aug 29, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. JSVZX (1.24B). VISVX pays higher dividends than JSVZX: VISVX (1.95) vs JSVZX (0.65). 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 : 7.40 vs. JSVZX (-1.31). VISVX return over 5 years is better than : 82.46 vs. JSVZX (31.16).
| 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 | 5.296 | 6.032 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 56.4B | 2% |
| Annual Yield % from dividends | 0.65 | 1.95 | 33% |
| Returns for 1 year | -1.31 | 7.40 | -18% |
| Returns for 3 years | 5.23 | 30.16 | 17% |
| Returns for 5 years | 31.16 | 82.46 | 38% |
| Returns for 10 years | 9.33 | 115.95 | 8% |
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