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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$27.73
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVUX (1.23B). VSIAX pays higher dividends than JSVUX: VSIAX (2.11) vs JSVUX (1.16). JSVUX was incepted earlier than VSIAX: JSVUX (20 years) vs VSIAX (14 years). JSVUX (0.76) is less costly to investors than VSIAX (0.07). JSVUX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than JSVUX: VSIAX (3000) vs JSVUX (15000000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. JSVUX (3.50). VSIAX return over 5 years is better than : 94.16 vs. JSVUX (49.14).
| JSVUX | VSIAX | JSVUX / VSIAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.76 | 0.07 | 1,086% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 0.972 | 2.044 | 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 | 2.11 | 55% |
| Returns for 1 year | 3.50 | 11.67 | 30% |
| Returns for 3 years | 12.51 | 34.88 | 36% |
| Returns for 5 years | 49.14 | 94.16 | 52% |
| Returns for 10 years | 8.64 | 96.53 | 9% |
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