JSVZX
Price
$24.28
Change
+$0.17 (+0.71%)
Updated
Jul 3 closing price
Net Assets
1.22B
VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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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$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVZX vs VSIIX Comparison Chart in %
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VS
JSVZX vs. VSIIX commentary
Jul 05, 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: 54B vs. JSVZX (1.23B). 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 : 11.14 vs. JSVZX (1.26). VSIIX return over 5 years is better than : 93.19 vs. JSVZX (38.68).
JSVZXVSIIXJSVZX / VSIIX
Total Expense Ratio1.490.062,483%
Annual Report Gross Expense Ratio1.600.062,667%
Fund Existence17 years26 years-
Gain YTD-0.1311.534-9%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B54B2%
Annual Yield % from dividends0.662.1231%
Returns for 1 year1.2611.1411%
Returns for 3 years7.7134.2323%
Returns for 5 years38.6893.1942%
Returns for 10 years-4.0095.62-4%
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