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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$26.98
Change-$0.28 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
JSVZX vs VSIAX Comparison Chart
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JSVZX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JSVZX (1.37B). VSIAX pays higher dividends than JSVZX: VSIAX (2.01) vs JSVZX (1.07). JSVZX was incepted earlier than VSIAX: JSVZX (16 years) vs VSIAX (13 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). JSVZX has a lower initial minimum investment than VSIAX: JSVZX (0) vs VSIAX (3000). VSIAX (28.76) and JSVZX (27.68) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. JSVZX (14.38).
| JSVZX | VSIAX | JSVZX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 13.437 | 15.498 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 57.6B | 2% |
| Annual Yield % from dividends | 1.07 | 2.01 | 53% |
| Returns for 1 year | 27.68 | 28.76 | 96% |
| Returns for 3 years | -18.41 | 13.29 | -139% |
| Returns for 5 years | 14.38 | 57.44 | 25% |
| Returns for 10 years | 4.59 | 108.79 | 4% |