Interact to see
Advertisement
Advertisement
JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$30.19
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
JSVRX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVRX vs. VISVX commentary
Jan 15, 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 JSVRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. JSVRX (1.26B). VISVX pays higher dividends than JSVRX: VISVX (1.84) vs JSVRX (0.94). JSVRX was incepted earlier than VISVX: JSVRX (20 years) vs VISVX (28 years). JSVRX (0.87) is less costly to investors than VISVX (0.19). JSVRX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). JSVRX has a lower initial minimum investment than VISVX: JSVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 12.23 vs. JSVRX (10.69). VISVX return over 5 years is better than : 51.12 vs. JSVRX (7.54).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 6.641 | 5.354 | 124% |
| 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 | 0.94 | 1.84 | 51% |
| Returns for 1 year | 10.69 | 12.23 | 87% |
| Returns for 3 years | 21.53 | 34.31 | 63% |
| Returns for 5 years | 7.54 | 51.12 | 15% |
| Returns for 10 years | 49.49 | 161.21 | 31% |