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JSVPX vs VSIAX
JSVPX vs VSIAX Comparison
Open Charts JSVPX vs VSIAX
JPMorgan Small Cap Value R3
Price$24.70
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
JSVPX vs VSIAX Comparison Chart in %
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JSVPX vs. VSIAX commentary
Jul 28, 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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. JSVPX (1.22B). VSIAX pays higher dividends than JSVPX: VSIAX (2.11) vs JSVPX (0.83). 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 : 5.59 vs. JSVPX (-7.12). VSIAX return over 5 years is better than : 88.99 vs. JSVPX (36.37).
| 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 | 0.498 | 2.904 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 55.6B | 2% |
| Annual Yield % from dividends | 0.83 | 2.11 | 39% |
| Returns for 1 year | -7.12 | 5.59 | -127% |
| Returns for 3 years | 4.48 | 31.08 | 14% |
| Returns for 5 years | 36.37 | 88.99 | 41% |
| Returns for 10 years | N/A | 102.83 | - |
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