JSVRX
Price
$27.61
Change
+$0.08 (+0.29%)
Updated
Jul 25 closing price
Net Assets
1.22B
VSIAX
Price
$87.39
Change
+$0.46 (+0.53%)
Updated
Jul 25 closing price
Net Assets
55.61B
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JSVRX vs VSIAX

Header iconJSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAXBanner chart's image
JPMorgan Small Cap Value R5
Price$27.61
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
JSVRX vs VSIAX Comparison Chart in %
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VS
JSVRX vs. VSIAX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. JSVRX (1.22B). VSIAX pays higher dividends than JSVRX: VSIAX (2.11) vs JSVRX (1.06). 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 : 5.59 vs. JSVRX (-6.18). VSIAX return over 5 years is better than : 88.99 vs. JSVRX (42.73).
JSVRXVSIAXJSVRX / VSIAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.860.071,229%
Fund Existence19 years14 years-
Gain YTD0.7062.90424%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B55.6B2%
Annual Yield % from dividends1.062.1150%
Returns for 1 year-6.185.59-111%
Returns for 3 years7.1331.0823%
Returns for 5 years42.7388.9948%
Returns for 10 years10.75102.8310%
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