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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$29.30
Change-$0.56 (-1.88%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVRX (1.23B). VSIAX pays higher dividends than JSVRX: VSIAX (2.02) vs JSVRX (0.94). JSVRX was incepted earlier than VSIAX: JSVRX (20 years) vs VSIAX (14 years). JSVRX (0.86) is less costly to investors than VSIAX (0.07). JSVRX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). JSVRX has a lower initial minimum investment than VSIAX: JSVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -1.48 vs. JSVRX (-4.90). VSIAX return over 5 years is better than : 62.95 vs. JSVRX (26.94).
| JSVRX | VSIAX | JSVRX / VSIAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 7.225 | 4.373 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 58.3B | 2% |
| Annual Yield % from dividends | 0.94 | 2.02 | 46% |
| Returns for 1 year | -4.90 | -1.48 | 331% |
| Returns for 3 years | 9.73 | 27.04 | 36% |
| Returns for 5 years | 26.94 | 62.95 | 43% |
| Returns for 10 years | 20.10 | 111.98 | 18% |
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