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JSVQX vs VSIAX
JSVQX vs VSIAX Comparison
Open Charts JSVQX vs VSIAX
JPMorgan Small Cap Value R4
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVQX vs VSIAX Comparison Chart in %
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JSVQX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVQX (1.23B). VSIAX pays higher dividends than JSVQX: VSIAX (2.11) vs JSVQX (0.94). JSVQX was incepted earlier than VSIAX: JSVQX (9 years) vs VSIAX (14 years). JSVQX (1.01) is less costly to investors than VSIAX (0.07). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVQX has a lower initial minimum investment than VSIAX: JSVQX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. JSVQX (3.20). VSIAX return over 5 years is better than : 94.16 vs. JSVQX (47.45).
| JSVQX | VSIAX | JSVQX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.843 | 2.044 | 41% |
| 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 | 2.11 | 44% |
| Returns for 1 year | 3.20 | 11.67 | 27% |
| Returns for 3 years | 11.75 | 34.88 | 34% |
| Returns for 5 years | 47.45 | 94.16 | 50% |
| Returns for 10 years | N/A | 96.53 | - |
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