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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index Admiral
Price$89.84
Change-$0.24 (-0.27%)
VolumeN/A
Net Assets56.44B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. JSVZX (1.24B). VSIAX pays higher dividends than JSVZX: VSIAX (2.07) vs JSVZX (0.65). JSVZX was incepted earlier than VSIAX: JSVZX (17 years) vs VSIAX (14 years). JSVZX (1.60) is less costly to investors than VSIAX (0.07). JSVZX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVZX has a lower initial minimum investment than VSIAX: JSVZX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 7.43 vs. JSVZX (-1.31). VSIAX return over 5 years is better than : 82.66 vs. JSVZX (31.16).
| JSVZX | VSIAX | JSVZX / VSIAX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.60 | 0.07 | 2,286% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 5.296 | 6.072 | 87% |
| 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 | 2.07 | 31% |
| Returns for 1 year | -1.31 | 7.43 | -18% |
| Returns for 3 years | 5.23 | 30.24 | 17% |
| Returns for 5 years | 31.16 | 82.66 | 38% |
| Returns for 10 years | 9.33 | 116.40 | 8% |
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