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JSVUX vs VISVX
JSVUX vs VISVX Comparison
Open Charts JSVUX vs VISVX
JPMorgan Small Cap Value R6
Price$29.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
JSVUX vs VISVX Comparison Chart in %
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JSVUX vs. VISVX commentary
Oct 19, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. JSVUX (1.25B). VISVX pays higher dividends than JSVUX: VISVX (1.88) vs JSVUX (1.04). JSVUX was incepted earlier than VISVX: JSVUX (21 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: 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 : 0.97 vs. JSVUX (-1.64). VISVX return over 5 years is better than : 75.74 vs. JSVUX (37.96).
| 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 | 27 years | - |
| Gain YTD | 7.361 | 4.208 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.1B | 2% |
| Annual Yield % from dividends | 1.04 | 1.88 | 55% |
| Returns for 1 year | -1.64 | 0.97 | -169% |
| Returns for 3 years | 17.24 | 36.12 | 48% |
| Returns for 5 years | 37.96 | 75.74 | 50% |
| Returns for 10 years | 20.31 | 108.98 | 19% |
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