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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$30.91
Change+$0.53 (+1.74%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVUX (1.28B). VSIAX pays higher dividends than JSVUX: VSIAX (1.97) vs JSVUX (0.99). JSVUX was incepted earlier than VSIAX: JSVUX (21 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: 49.00 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 : -0.40 vs. JSVUX (-0.94). VSIAX return over 5 years is better than : 54.28 vs. JSVUX (21.90).
| 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 | 21 years | 14 years | - |
| Gain YTD | 12.952 | 7.497 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.99 | 1.97 | 50% |
| Returns for 1 year | -0.94 | -0.40 | 237% |
| Returns for 3 years | 13.85 | 27.39 | 51% |
| Returns for 5 years | 21.90 | 54.28 | 40% |
| Returns for 10 years | 26.06 | 114.74 | 23% |
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