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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$27.90
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Aug 18, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. JSVUX (1.22B). VISVX pays higher dividends than JSVUX: VISVX (1.95) vs JSVUX (1.14). 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 : 6.61 vs. JSVUX (-0.73). VISVX return over 5 years is better than : 76.46 vs. JSVUX (33.13).
| 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 | 1.591 | 2.657 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 56.4B | 2% |
| Annual Yield % from dividends | 1.14 | 1.95 | 58% |
| Returns for 1 year | -0.73 | 6.61 | -11% |
| Returns for 3 years | -1.18 | 19.23 | -6% |
| Returns for 5 years | 33.13 | 76.46 | 43% |
| Returns for 10 years | 13.17 | 99.26 | 13% |
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