Interact to see
Advertisement
Advertisement
JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$27.73
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVUX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVUX vs. VISVX commentary
Jul 06, 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 JSVUX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVUX (1.23B). VISVX pays higher dividends than JSVUX: VISVX (1.99) vs JSVUX (1.16). JSVUX was incepted earlier than VISVX: JSVUX (20 years) vs VISVX (27 years). JSVUX (0.76) is less costly to investors than VISVX (0.19). JSVUX is a more actively managed with annual turnover of: 61.00 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 : 11.64 vs. JSVUX (3.50). VISVX return over 5 years is better than : 94.00 vs. JSVUX (49.14).
| JSVUX | VISVX | JSVUX / VISVX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.76 | 0.19 | 400% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 0.972 | 2.024 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 1.16 | 1.99 | 58% |
| Returns for 1 year | 3.50 | 11.64 | 30% |
| Returns for 3 years | 12.51 | 34.76 | 36% |
| Returns for 5 years | 49.14 | 94.00 | 52% |
| Returns for 10 years | 8.64 | 96.11 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 24.79 | 0.31 | +1.27% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| DUBS | 34.15 | 0.36 | +1.08% |
| Aptus Large Cap Enhanced Yield ETF | |||
| IVV | 628.17 | 4.75 | +0.76% |
| iShares Core S&P 500 ETF | |||
| MLPR | 61.03 | 0.13 | +0.21% |
| ETRACS Qrtly Py 1.5X Lvgd Aln MLP ETN | |||
| LDUR | 95.30 | -0.12 | -0.13% |
| PIMCO Enhanced Low Duration Active ETF | |||