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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$23.72
Change+$0.42 (+1.80%)
VolumeN/A
Net Assets1.19B
Vanguard Small Cap Value Index Admiral
Price$85.31
Change+$1.52 (+1.81%)
VolumeN/A
Net Assets54.02B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX commentary
Jul 02, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVZX (1.19B). VSIAX pays higher dividends than JSVZX: VSIAX (2.11) vs JSVZX (0.66). 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 : 8.56 vs. JSVZX (-1.98). VSIAX return over 5 years is better than : 87.73 vs. JSVZX (34.02).
| 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 | -3.486 | -1.335 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 54B | 2% |
| Annual Yield % from dividends | 0.66 | 2.11 | 31% |
| Returns for 1 year | -1.98 | 8.56 | -23% |
| Returns for 3 years | 4.09 | 30.41 | 13% |
| Returns for 5 years | 34.02 | 87.73 | 39% |
| Returns for 10 years | -7.50 | 89.40 | -8% |
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