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JSVRX vs VSIAX
JSVRX vs VSIAX Comparison
Open Charts JSVRX vs VSIAX
JPMorgan Small Cap Value R5
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVRX vs VSIAX Comparison Chart in %
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JSVRX vs. VSIAX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVRX (1.23B). 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 : 11.67 vs. JSVRX (3.33). VSIAX return over 5 years is better than : 94.16 vs. JSVRX (48.42).
| 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 | 0.888 | 2.044 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 1.06 | 2.11 | 50% |
| Returns for 1 year | 3.33 | 11.67 | 29% |
| Returns for 3 years | 12.17 | 34.88 | 35% |
| Returns for 5 years | 48.42 | 94.16 | 51% |
| Returns for 10 years | 7.63 | 96.53 | 8% |