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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$29.32
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index Admiral
Price$88.44
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets59.14B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.1B vs. JSVRX (1.24B). VSIAX pays higher dividends than JSVRX: VSIAX (2.00) vs JSVRX (0.95). 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: 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 : 1.00 vs. JSVRX (-1.71). VSIAX return over 5 years is better than : 75.90 vs. JSVRX (37.34).
| 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 | 19 years | 14 years | - |
| Gain YTD | 7.298 | 4.244 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 59.1B | 2% |
| Annual Yield % from dividends | 0.95 | 2.00 | 47% |
| Returns for 1 year | -1.71 | 1.00 | -171% |
| Returns for 3 years | 16.91 | 36.23 | 47% |
| Returns for 5 years | 37.34 | 75.90 | 49% |
| Returns for 10 years | 19.28 | 109.56 | 18% |
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