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JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$24.17
Change-$1.14 (-4.50%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
JSVZX vs VSIIX Comparison Chart
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JSVZX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. JSVZX (1.32B). 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 : 10.31 vs. JSVZX (8.84). VSIIX return over 5 years is better than : 46.47 vs. JSVZX (10.34).
| 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 | 6.416 | 10.683 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 63B | 2% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 8.84 | 10.31 | 86% |
| Returns for 3 years | -2.64 | 16.11 | -16% |
| Returns for 5 years | 10.34 | 46.47 | 22% |
| Returns for 10 years | 1.15 | 97.98 | 1% |