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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. JSVZX (1.25B). VSIAX pays higher dividends than JSVZX: VSIAX (1.97) vs JSVZX (0.61). JSVZX was incepted earlier than VSIAX: JSVZX (17 years) vs VSIAX (14 years). JSVZX (1.60) is less costly to investors than VSIAX (0.07). JSVZX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). JSVZX has a lower initial minimum investment than VSIAX: JSVZX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.76 vs. JSVZX (1.83). VSIAX return over 5 years is better than : 85.64 vs. JSVZX (33.61).
| JSVZX | VSIAX | JSVZX / VSIAX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.60 | 0.07 | 2,286% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 5.751 | 6.260 | 92% |
| 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 | 1.97 | 31% |
| Returns for 1 year | 1.83 | 9.76 | 19% |
| Returns for 3 years | 10.95 | 36.09 | 30% |
| Returns for 5 years | 33.61 | 85.64 | 39% |
| Returns for 10 years | 10.21 | 116.93 | 9% |
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