JSVRX
Price
$27.61
Change
+$0.08 (+0.29%)
Updated
Jul 25 closing price
Net Assets
1.22B
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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JSVRX vs VISVX

Header iconJSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVXBanner chart's image
JPMorgan Small Cap Value R5
Price$27.61
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Jul 26, 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 JSVRX is a Buy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. JSVRX (1.22B). VISVX pays higher dividends than JSVRX: VISVX (1.99) vs JSVRX (1.06). JSVRX was incepted earlier than VISVX: JSVRX (19 years) vs VISVX (27 years). JSVRX (0.86) is less costly to investors than VISVX (0.19). JSVRX is a more actively managed with annual turnover of: 61.00 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 : 5.54 vs. JSVRX (-6.18). VISVX return over 5 years is better than : 88.78 vs. JSVRX (42.73).
JSVRXVISVXJSVRX / VISVX
Total Expense Ratio0.840.19442%
Annual Report Gross Expense Ratio0.860.19453%
Fund Existence19 years27 years-
Gain YTD0.7062.86825%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B55.6B2%
Annual Yield % from dividends1.061.9953%
Returns for 1 year-6.185.54-112%
Returns for 3 years7.1330.9923%
Returns for 5 years42.7388.7848%
Returns for 10 years10.75102.3610%
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