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JSVUX vs VSIAX
JSVUX vs VSIAX Comparison
Open Charts JSVUX vs VSIAX
JPMorgan Small Cap Value R6
Price$30.89
Change+$1.47 (+5.00%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
JSVUX vs VSIAX Comparison Chart in %
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JSVUX vs. VSIAX commentary
Feb 04, 2026
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: 59.8B vs. JSVUX (1.25B). VSIAX pays higher dividends than JSVUX: VSIAX (1.85) vs JSVUX (0.97). 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: 72.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than JSVUX: VSIAX (3000) vs JSVUX (15000000). JSVUX (12.06) and VSIAX (12.04) have marching annual gain over last year. VSIAX return over 5 years is better than : 51.14 vs. JSVUX (8.28).
| 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 | 8.844 | 6.559 | 135% |
| 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 | 59.8B | 2% |
| Annual Yield % from dividends | 0.97 | 1.85 | 52% |
| Returns for 1 year | 12.06 | 12.04 | 100% |
| Returns for 3 years | 18.03 | 29.92 | 60% |
| Returns for 5 years | 8.28 | 51.14 | 16% |
| Returns for 10 years | 52.04 | 162.42 | 32% |
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