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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Jul 05, 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.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVRX (1.23B). 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 : 11.64 vs. JSVRX (3.33). VISVX return over 5 years is better than : 94.00 vs. JSVRX (48.42).
| JSVRX | VISVX | JSVRX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 0.888 | 2.024 | 44% |
| 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 | 1.06 | 1.99 | 53% |
| Returns for 1 year | 3.33 | 11.64 | 29% |
| Returns for 3 years | 12.17 | 34.76 | 35% |
| Returns for 5 years | 48.42 | 94.00 | 52% |
| Returns for 10 years | 7.63 | 96.11 | 8% |
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