Interact to see
Advertisement
Advertisement
JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$25.68
Change-$0.50 (-1.91%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
JSVZX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSIAX commentary
Nov 14, 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: 58.3B vs. JSVZX (1.23B). VSIAX pays higher dividends than JSVZX: VSIAX (2.02) vs JSVZX (0.58). 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: 49.00 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 : -0.53 vs. JSVZX (-5.10). VSIAX return over 5 years is better than : 65.19 vs. JSVZX (21.76).
| 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 | 8.684 | 5.811 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 58.3B | 2% |
| Annual Yield % from dividends | 0.58 | 2.02 | 29% |
| Returns for 1 year | -5.10 | -0.53 | 958% |
| Returns for 3 years | 6.71 | 27.41 | 24% |
| Returns for 5 years | 21.76 | 65.19 | 33% |
| Returns for 10 years | 10.84 | 117.18 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers