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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$28.91
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Dec 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. JSVRX (1.26B). VISVX pays higher dividends than JSVRX: VISVX (1.86) vs JSVRX (0.91). 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 : 7.97 vs. JSVRX (4.96). VISVX return over 5 years is better than : 54.60 vs. JSVRX (11.74).
| 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 | 5.797 | 9.064 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.6B | 2% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | 4.96 | 7.97 | 62% |
| Returns for 3 years | 23.50 | 37.22 | 63% |
| Returns for 5 years | 11.74 | 54.60 | 22% |
| Returns for 10 years | 26.32 | 124.17 | 21% |
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