Ad is loading...
Ad is loading...
JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$26.98
Change-$0.28 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
JSVZX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSIIX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. JSVZX (1.37B). 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 (28.76) and JSVZX (27.68) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.48 vs. JSVZX (14.38).
| 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 | 13.437 | 15.492 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 57.6B | 2% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 27.68 | 28.76 | 96% |
| Returns for 3 years | -18.41 | 13.30 | -138% |
| Returns for 5 years | 14.38 | 57.48 | 25% |
| Returns for 10 years | 4.59 | 108.84 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...