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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$29.52
Change-$2.03 (-6.43%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$52.29
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. JSVUX (1.22B). VISVX pays higher dividends than JSVUX: VISVX (1.86) vs JSVUX (0.99). 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: 49.00 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 : 3.65 vs. JSVUX (-4.73). VISVX return over 5 years is better than : 58.60 vs. JSVUX (16.73).
| 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 | 7.873 | 10.394 | 76% |
| 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 | 59.6B | 2% |
| Annual Yield % from dividends | 0.99 | 1.86 | 53% |
| Returns for 1 year | -4.73 | 3.65 | -130% |
| Returns for 3 years | 12.64 | 35.10 | 36% |
| Returns for 5 years | 16.73 | 58.60 | 29% |
| Returns for 10 years | 33.75 | 132.80 | 25% |
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