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JSVQX vs VISVX
JSVQX vs VISVX Comparison
Open Charts JSVQX vs VISVX
JPMorgan Small Cap Value R4
Price$30.82
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
JSVQX vs VISVX Comparison Chart in %
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JSVQX vs. VISVX 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 JSVQX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. JSVQX (1.26B). VISVX pays higher dividends than JSVQX: VISVX (1.74) vs JSVQX (0.75). JSVQX was incepted earlier than VISVX: JSVQX (9 years) vs VISVX (28 years). JSVQX (1.18) is less costly to investors than VISVX (0.19). JSVQX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). JSVQX has a lower initial minimum investment than VISVX: JSVQX (0) vs VISVX (3000). VISVX (12.01) and JSVQX (11.77) have marching annual gain over last year. VISVX return over 5 years is better than : 51.01 vs. JSVQX (7.07).
| JSVQX | VISVX | JSVQX / VISVX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 8.828 | 6.555 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.75 | 1.74 | 43% |
| Returns for 1 year | 11.77 | 12.01 | 98% |
| Returns for 3 years | 17.13 | 29.81 | 57% |
| Returns for 5 years | 7.07 | 51.01 | 14% |
| Returns for 10 years | N/A | 161.74 | - |
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