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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$27.02
Change+$0.47 (+1.77%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
JSVZX vs VISVX Comparison Chart in %
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JSVZX vs. VISVX 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 JSVZX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. JSVZX (1.28B). VISVX pays higher dividends than JSVZX: VISVX (1.86) vs JSVZX (0.56). JSVZX was incepted earlier than VISVX: JSVZX (17 years) vs VISVX (28 years). JSVZX (1.60) is less costly to investors than VISVX (0.19). JSVZX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). JSVZX has a lower initial minimum investment than VISVX: JSVZX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.42 vs. JSVZX (-2.41). VISVX return over 5 years is better than : 54.12 vs. JSVZX (14.15).
| JSVZX | VISVX | JSVZX / VISVX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.60 | 0.19 | 842% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 12.172 | 7.439 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.56 | 1.86 | 30% |
| Returns for 1 year | -2.41 | -0.42 | 574% |
| Returns for 3 years | 9.61 | 27.28 | 35% |
| Returns for 5 years | 14.15 | 54.12 | 26% |
| Returns for 10 years | 12.00 | 114.16 | 11% |
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