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JSVRX vs VISVX
JSVRX vs VISVX Comparison
Open Charts JSVRX vs VISVX
JPMorgan Small Cap Value R5
Price$30.81
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
JSVRX vs VISVX Comparison Chart in %
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JSVRX vs. VISVX commentary
Feb 04, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. JSVRX (1.25B). VISVX pays higher dividends than JSVRX: VISVX (1.74) vs JSVRX (0.89). 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 (12.01) and JSVRX (11.91) have marching annual gain over last year. VISVX return over 5 years is better than : 51.01 vs. JSVRX (7.76).
| 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 | 8.831 | 6.555 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.8B | 2% |
| Annual Yield % from dividends | 0.89 | 1.74 | 51% |
| Returns for 1 year | 11.91 | 12.01 | 99% |
| Returns for 3 years | 17.64 | 29.81 | 59% |
| Returns for 5 years | 7.76 | 51.01 | 15% |
| Returns for 10 years | 50.58 | 161.74 | 31% |
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