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JSVQX vs VISVX
JSVQX vs VISVX Comparison
Open Charts JSVQX vs VISVX
JPMorgan Small Cap Value R4
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVQX vs VISVX Comparison Chart in %
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JSVQX vs. VISVX commentary
Jul 07, 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: 54B vs. JSVQX (1.23B). 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 : 11.64 vs. JSVQX (3.20). VISVX return over 5 years is better than : 94.00 vs. JSVQX (47.45).
| 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 | 0.843 | 2.024 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.94 | 1.99 | 47% |
| Returns for 1 year | 3.20 | 11.64 | 28% |
| Returns for 3 years | 11.75 | 34.76 | 34% |
| Returns for 5 years | 47.45 | 94.00 | 50% |
| Returns for 10 years | N/A | 96.11 | - |
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