Interact to see
Advertisement
Advertisement
JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
JSVZX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. JSVZX (1.23B). 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 : 11.67 vs. JSVZX (1.98). VSIAX return over 5 years is better than : 94.16 vs. JSVZX (39.66).
| 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 | 0.574 | 2.044 | 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 | 2.11 | 31% |
| Returns for 1 year | 1.98 | 11.67 | 17% |
| Returns for 3 years | 8.47 | 34.88 | 24% |
| Returns for 5 years | 39.66 | 94.16 | 42% |
| Returns for 10 years | -3.32 | 96.53 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 24.79 | 0.31 | +1.27% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| IVV | 628.17 | 4.75 | +0.76% |
| iShares Core S&P 500 ETF | |||
| FIVA | 29.54 | 0.05 | +0.17% |
| Fidelity International Value Factor ETF | |||
| PQDI | 19.33 | 0.03 | +0.15% |
| Principal Spectrum Tax-Adv Dvd Actv ETF | |||
| LDUR | 95.30 | -0.12 | -0.13% |
| PIMCO Enhanced Low Duration Active ETF | |||