JSVQX
Price
$27.66
Change
+$0.19 (+0.69%)
Updated
Jul 3 closing price
Net Assets
1.23B
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
Interact to see
Advertisement

JSVQX vs VSIAX

Header iconJSVQX vs VSIAX Comparison
Open Charts JSVQX vs VSIAXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
JSVQXVSIAXJSVQX / VSIAX
Total Expense Ratio0.990.071,414%
Annual Report Gross Expense Ratio1.010.071,443%
Fund Existence9 years14 years-
Gain YTD0.8432.04441%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B54B2%
Annual Yield % from dividends0.942.1144%
Returns for 1 year3.2011.6727%
Returns for 3 years11.7534.8834%
Returns for 5 years47.4594.1650%
Returns for 10 yearsN/A96.53-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VXUS69.490.38
+0.55%
Vanguard Total International Stock ETF
PSR92.320.21
+0.23%
Invesco Active US Real Estate
FIVA29.540.05
+0.17%
Fidelity International Value Factor ETF
GGLS12.18-0.05
-0.37%
Direxion Daily GOOGL Bear 1X ETF
EMO47.68-0.31
-0.65%
ClearBridge Energy Midstream Opportunity Fund