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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVZX vs VISVX Comparison Chart in %
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JSVZX vs. VISVX commentary
Jul 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. JSVZX (1.23B). VISVX pays higher dividends than JSVZX: VISVX (1.99) vs JSVZX (0.66). JSVZX was incepted earlier than VISVX: JSVZX (17 years) vs VISVX (27 years). JSVZX (1.60) is less costly to investors than VISVX (0.19). JSVZX is a more actively managed with annual turnover of: 61.00 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 : 11.64 vs. JSVZX (1.98). VISVX return over 5 years is better than : 94.00 vs. JSVZX (39.66).
| 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 | 27 years | - |
| Gain YTD | 0.574 | 2.024 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.66 | 1.99 | 33% |
| Returns for 1 year | 1.98 | 11.64 | 17% |
| Returns for 3 years | 8.47 | 34.76 | 24% |
| Returns for 5 years | 39.66 | 94.00 | 42% |
| Returns for 10 years | -3.32 | 96.11 | -3% |