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JSVUX vs VSIIX
JSVUX vs VSIIX Comparison
Open Charts JSVUX vs VSIIX
JPMorgan Small Cap Value R6
Price$29.52
Change-$2.03 (-6.43%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$52.37
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets59.64B
JSVUX vs VSIIX Comparison Chart in %
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JSVUX vs. VSIIX commentary
Dec 13, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B vs. JSVUX (1.22B). VSIIX pays higher dividends than JSVUX: VSIIX (1.98) vs JSVUX (0.99). JSVUX was incepted earlier than VSIIX: JSVUX (21 years) vs VSIIX (26 years). JSVUX (0.76) is less costly to investors than VSIIX (0.06). JSVUX is a more actively managed with annual turnover of: 49.00 vs. VSIIX (16.00). VSIIX has a lower initial minimum investment than JSVUX: VSIIX (5000000) vs JSVUX (15000000). VSIIX annual gain was more profitable for investors over the last year : 3.68 vs. JSVUX (-4.73). VSIIX return over 5 years is better than : 58.76 vs. JSVUX (16.73).
| JSVUX | VSIIX | JSVUX / VSIIX | |
| Total Expense Ratio | 0.74 | 0.06 | 1,233% |
| Annual Report Gross Expense Ratio | 0.76 | 0.06 | 1,267% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 7.873 | 10.428 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 59.6B | 2% |
| Annual Yield % from dividends | 0.99 | 1.98 | 50% |
| Returns for 1 year | -4.73 | 3.68 | -129% |
| Returns for 3 years | 12.64 | 35.20 | 36% |
| Returns for 5 years | 16.73 | 58.76 | 28% |
| Returns for 10 years | 33.75 | 133.41 | 25% |
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