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JSVPX vs VSIAX
JSVPX vs VSIAX Comparison
Open Charts JSVPX vs VSIAX
JPMorgan Small Cap Value R3
Price$22.95
Change-$0.43 (-1.84%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
JSVPX vs VSIAX Comparison Chart
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JSVPX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVPX (1.15B). VSIAX pays higher dividends than JSVPX: VSIAX (2.23) vs JSVPX (0.78). JSVPX was incepted earlier than VSIAX: JSVPX (9 years) vs VSIAX (14 years). JSVPX (1.30) is less costly to investors than VSIAX (0.07). JSVPX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVPX has a lower initial minimum investment than VSIAX: JSVPX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. JSVPX (-5.89). VSIAX return over 5 years is better than : 80.63 vs. JSVPX (30.32).
| JSVPX | VSIAX | JSVPX / VSIAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.30 | 0.07 | 1,857% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -6.859 | -4.304 | 159% |
| 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 | 2.23 | 35% |
| Returns for 1 year | -5.89 | 3.83 | -154% |
| Returns for 3 years | 0.18 | 26.16 | 1% |
| Returns for 5 years | 30.32 | 80.63 | 38% |
| Returns for 10 years | N/A | 80.44 | - |
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