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JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$23.98
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
JSVZX vs VSIIX Comparison Chart
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JSVZX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. JSVZX (1.26B). 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 : 14.20 vs. JSVZX (5.44). VSIIX return over 5 years is better than : 52.26 vs. JSVZX (10.92).
| 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 | 2.646 | 2.836 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 60.2B | 2% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 5.44 | 14.20 | 38% |
| Returns for 3 years | -2.74 | 19.99 | -14% |
| Returns for 5 years | 10.92 | 52.26 | 21% |
| Returns for 10 years | -2.55 | 97.17 | -3% |
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