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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$23.98
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
JSVZX vs VSIAX Comparison Chart
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JSVZX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. JSVZX (1.26B). 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 annual gain was more profitable for investors over the last year : 14.21 vs. JSVZX (5.44). VSIAX return over 5 years is better than : 52.27 vs. JSVZX (10.92).
| 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 | 2.646 | 2.853 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 60.2B | 2% |
| Annual Yield % from dividends | 1.07 | 2.01 | 53% |
| Returns for 1 year | 5.44 | 14.21 | 38% |
| Returns for 3 years | -2.74 | 20.02 | -14% |
| Returns for 5 years | 10.92 | 52.27 | 21% |
| Returns for 10 years | -2.55 | 97.09 | -3% |
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