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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
JSVRX vs VSIAX Comparison Chart
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JSVRX vs. VSIAX commentary
Jun 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVRX (1.17B). VSIAX pays higher dividends than JSVRX: VSIAX (2.23) vs JSVRX (1.05). JSVRX was incepted earlier than VSIAX: JSVRX (19 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: 61.00 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 : 3.83 vs. JSVRX (-4.94). VSIAX return over 5 years is better than : 80.63 vs. JSVRX (36.28).
| 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 | 19 years | 14 years | - |
| Gain YTD | -6.734 | -4.304 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 54B | 2% |
| Annual Yield % from dividends | 1.05 | 2.23 | 47% |
| Returns for 1 year | -4.94 | 3.83 | -129% |
| Returns for 3 years | 2.61 | 26.16 | 10% |
| Returns for 5 years | 36.28 | 80.63 | 45% |
| Returns for 10 years | -2.73 | 80.44 | -3% |
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