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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$24.22
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX commentary
Jul 28, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. JSVZX (1.22B). VSIAX pays higher dividends than JSVZX: VSIAX (2.11) vs JSVZX (0.66). 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 : 5.59 vs. JSVZX (-7.46). VSIAX return over 5 years is better than : 88.99 vs. JSVZX (34.28).
| 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 | 0.325 | 2.904 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 55.6B | 2% |
| Annual Yield % from dividends | 0.66 | 2.11 | 31% |
| Returns for 1 year | -7.46 | 5.59 | -134% |
| Returns for 3 years | 3.58 | 31.08 | 12% |
| Returns for 5 years | 34.28 | 88.99 | 39% |
| Returns for 10 years | -0.57 | 102.83 | -1% |
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