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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Dec 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVRX (1.28B). VSIAX pays higher dividends than JSVRX: VSIAX (1.97) vs JSVRX (0.91). 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 : -0.40 vs. JSVRX (-1.05). VSIAX return over 5 years is better than : 54.28 vs. JSVRX (21.34).
| 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 | 12.860 | 7.497 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.91 | 1.97 | 46% |
| Returns for 1 year | -1.05 | -0.40 | 264% |
| Returns for 3 years | 13.52 | 27.39 | 49% |
| Returns for 5 years | 21.34 | 54.28 | 39% |
| Returns for 10 years | 24.95 | 114.74 | 22% |
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