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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$27.90
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. JSVUX (1.22B). VSIAX pays higher dividends than JSVUX: VSIAX (2.07) vs JSVUX (1.14). 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 : 6.63 vs. JSVUX (-0.73). VSIAX return over 5 years is better than : 76.57 vs. JSVUX (33.13).
| 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 | 1.591 | 2.680 | 59% |
| 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 | 2.07 | 55% |
| Returns for 1 year | -0.73 | 6.63 | -11% |
| Returns for 3 years | -1.18 | 19.32 | -6% |
| Returns for 5 years | 33.13 | 76.57 | 43% |
| Returns for 10 years | 13.17 | 99.65 | 13% |
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