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JSVQX vs VISVX
JSVQX vs VISVX Comparison
Open Charts JSVQX vs VISVX
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
JSVQX vs VISVX Comparison Chart
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JSVQX vs. VISVX commentary
Jun 16, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVQX (1.15B). VISVX pays higher dividends than JSVQX: VISVX (2.11) vs JSVQX (0.69). 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 : 3.80 vs. JSVQX (-5.07). VISVX return over 5 years is better than : 80.48 vs. JSVQX (35.48).
| 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 | -6.760 | -4.331 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 0.69 | 2.11 | 33% |
| Returns for 1 year | -5.07 | 3.80 | -133% |
| Returns for 3 years | 2.24 | 26.12 | 9% |
| Returns for 5 years | 35.48 | 80.48 | 44% |
| Returns for 10 years | N/A | 80.06 | - |
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