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JSVPX vs VISVX
JSVPX vs VISVX Comparison
Open Charts JSVPX vs VISVX
JPMorgan Small Cap Value R3
Price$22.95
Change-$0.43 (-1.84%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
JSVPX vs VISVX Comparison Chart
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JSVPX vs. VISVX commentary
Jun 16, 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 JSVPX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVPX (1.15B). VISVX pays higher dividends than JSVPX: VISVX (2.11) vs JSVPX (0.78). JSVPX was incepted earlier than VISVX: JSVPX (9 years) vs VISVX (27 years). JSVPX (1.30) is less costly to investors than VISVX (0.19). JSVPX is a more actively managed with annual turnover of: 61.00 vs. VISVX (16.00). JSVPX has a lower initial minimum investment than VISVX: JSVPX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. JSVPX (-5.89). VISVX return over 5 years is better than : 80.48 vs. JSVPX (30.32).
| JSVPX | VISVX | JSVPX / VISVX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.30 | 0.19 | 684% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -6.859 | -4.331 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 0.78 | 2.11 | 37% |
| Returns for 1 year | -5.89 | 3.80 | -155% |
| Returns for 3 years | 0.18 | 26.12 | 1% |
| Returns for 5 years | 30.32 | 80.48 | 38% |
| Returns for 10 years | N/A | 80.06 | - |
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