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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$30.27
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Jan 15, 2026
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 JSVUX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. JSVUX (1.26B). VISVX pays higher dividends than JSVUX: VISVX (1.84) vs JSVUX (1.03). JSVUX was incepted earlier than VISVX: JSVUX (21 years) vs VISVX (28 years). JSVUX (0.76) is less costly to investors than VISVX (0.19). JSVUX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than JSVUX: VISVX (3000) vs JSVUX (15000000). VISVX annual gain was more profitable for investors over the last year : 12.23 vs. JSVUX (10.85). VISVX return over 5 years is better than : 51.12 vs. JSVUX (8.09).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 6.660 | 5.354 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 1.03 | 1.84 | 56% |
| Returns for 1 year | 10.85 | 12.23 | 89% |
| Returns for 3 years | 21.92 | 34.31 | 64% |
| Returns for 5 years | 8.09 | 51.12 | 16% |
| Returns for 10 years | 50.95 | 161.21 | 32% |
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