Interact to see
Advertisement
Advertisement
JSVPX vs VSIIX
JSVPX vs VSIIX Comparison
Open Charts JSVPX vs VSIIX
JPMorgan Small Cap Value R3
Price$27.26
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$54.86
Change+$0.65 (+1.20%)
VolumeN/A
Net Assets59.85B
JSVPX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVPX vs. VSIIX commentary
Feb 05, 2026
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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. JSVPX (1.26B). VSIIX pays higher dividends than JSVPX: VSIIX (1.86) vs JSVPX (0.69). JSVPX was incepted earlier than VSIIX: JSVPX (9 years) vs VSIIX (26 years). JSVPX (1.30) is less costly to investors than VSIIX (0.06). JSVPX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). JSVPX has a lower initial minimum investment than VSIIX: JSVPX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.56 vs. JSVPX (8.84). VSIIX return over 5 years is better than : 51.63 vs. JSVPX (0.93).
| JSVPX | VSIIX | JSVPX / VSIIX | |
| Total Expense Ratio | 1.24 | 0.06 | 2,067% |
| Annual Report Gross Expense Ratio | 1.30 | 0.06 | 2,167% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 8.736 | 7.822 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.69 | 1.86 | 37% |
| Returns for 1 year | 8.84 | 12.56 | 70% |
| Returns for 3 years | 14.34 | 31.48 | 46% |
| Returns for 5 years | 0.93 | 51.63 | 2% |
| Returns for 10 years | N/A | 165.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KCE | 150.95 | 1.11 | +0.74% |
| State Street® SPDR® S&P® Cap Mkts ETF | |||
| PEX | 23.95 | 0.04 | +0.18% |
| ProShares Global Listed Private Equity | |||
| EAI | 21.22 | 0.01 | +0.07% |
| Entergy Arkansas LLC | |||
| SPXL | 221.96 | -3.37 | -1.50% |
| Direxion Daily S&P500® Bull 3X ETF | |||
| PTH | 48.28 | -1.43 | -2.89% |
| Invesco Dorsey Wright Healthcare MomtETF | |||