JSVZX
Price
$24.09
Change
-$0.07 (-0.29%)
Updated
Jul 29 closing price
Net Assets
1.22B
VSIIX
Price
$48.52
Change
-$0.08 (-0.16%)
Updated
Jul 29 closing price
Net Assets
55.61B
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JSVZX vs VSIIX

Header iconJSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIXBanner chart's image
JPMorgan Small Cap Value R2
Price$24.09
Change-$0.07 (-0.29%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.52
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets55.61B
JSVZX vs VSIIX Comparison Chart in %
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VS
JSVZX vs. VSIIX commentary
Jul 31, 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 StrongBuy and VSIIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. JSVZX (1.22B). VSIIX pays higher dividends than JSVZX: VSIIX (2.12) vs JSVZX (0.66). JSVZX was incepted earlier than VSIIX: JSVZX (17 years) vs VSIIX (26 years). JSVZX (1.60) is less costly to investors than VSIIX (0.06). JSVZX is a more actively managed with annual turnover of: 61.00 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 : 3.64 vs. JSVZX (-8.25). VSIIX return over 5 years is better than : 85.82 vs. JSVZX (31.60).
JSVZXVSIIXJSVZX / VSIIX
Total Expense Ratio1.490.062,483%
Annual Report Gross Expense Ratio1.600.062,667%
Fund Existence17 years26 years-
Gain YTD0.0772.3773%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B55.6B2%
Annual Yield % from dividends0.662.1231%
Returns for 1 year-8.253.64-226%
Returns for 3 years-0.4724.97-2%
Returns for 5 years31.6085.8237%
Returns for 10 years-1.2898.94-1%
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