Interact to see
Advertisement
Advertisement
JSVQX vs VISVX
JSVQX vs VISVX Comparison
Open Charts JSVQX vs VISVX
JPMorgan Small Cap Value R4
Price$27.60
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
JSVQX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. VISVX commentary
Jul 27, 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 JSVQX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. JSVQX (1.22B). VISVX pays higher dividends than JSVQX: VISVX (1.99) vs JSVQX (0.94). JSVQX was incepted earlier than VISVX: JSVQX (9 years) vs VISVX (27 years). JSVQX (1.01) is less costly to investors than VISVX (0.19). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VISVX (16.00). JSVQX has a lower initial minimum investment than VISVX: JSVQX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. JSVQX (-6.33). VISVX return over 5 years is better than : 88.78 vs. JSVQX (41.81).
| JSVQX | VISVX | JSVQX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.624 | 2.868 | 22% |
| 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 | 0.94 | 1.99 | 47% |
| Returns for 1 year | -6.33 | 5.54 | -114% |
| Returns for 3 years | 6.68 | 30.99 | 22% |
| Returns for 5 years | 41.81 | 88.78 | 47% |
| Returns for 10 years | N/A | 102.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement