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JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
JSVZX vs VSIIX Comparison Chart
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JSVZX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. JSVZX (1.28B). VSIIX pays higher dividends than JSVZX: VSIIX (2.02) vs JSVZX (1.07). JSVZX was incepted earlier than VSIIX: JSVZX (16 years) vs VSIIX (25 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). JSVZX has a lower initial minimum investment than VSIIX: JSVZX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. JSVZX (8.93). VSIIX return over 5 years is better than : 50.39 vs. JSVZX (8.18).
| JSVZX | VSIIX | JSVZX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 2.687 | 3.214 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 8.93 | 18.50 | 48% |
| Returns for 3 years | -6.31 | 17.06 | -37% |
| Returns for 5 years | 8.18 | 50.39 | 16% |
| Returns for 10 years | 1.49 | 109.67 | 1% |
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