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JSVZX vs VISVX
JSVZX vs VISVX Comparison
Open Charts JSVZX vs VISVX
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
JSVZX vs VISVX Comparison Chart in %
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JSVZX vs. VISVX commentary
Sep 06, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. JSVZX (1.25B). VISVX pays higher dividends than JSVZX: VISVX (1.86) vs JSVZX (0.61). 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 : 10.19 vs. JSVZX (1.83). VISVX return over 5 years is better than : 86.20 vs. JSVZX (33.61).
| 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 | 5.751 | 6.665 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.61 | 1.86 | 33% |
| Returns for 1 year | 1.83 | 10.19 | 18% |
| Returns for 3 years | 10.95 | 36.58 | 30% |
| Returns for 5 years | 33.61 | 86.20 | 39% |
| Returns for 10 years | 10.21 | 117.42 | 9% |
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