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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
JSVZX vs VSIAX Comparison Chart
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JSVZX vs. VSIAX commentary
Jan 19, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVZX (1.28B). 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 : 18.49 vs. JSVZX (8.93). VSIAX return over 5 years is better than : 50.37 vs. JSVZX (8.18).
| 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 | 2.687 | 3.217 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 1.07 | 2.01 | 53% |
| Returns for 1 year | 8.93 | 18.49 | 48% |
| Returns for 3 years | -6.31 | 17.05 | -37% |
| Returns for 5 years | 8.18 | 50.37 | 16% |
| Returns for 10 years | 1.49 | 109.60 | 1% |
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