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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$27.02
Change+$0.47 (+1.77%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. JSVZX (1.28B). VSIAX pays higher dividends than JSVZX: VSIAX (1.97) vs JSVZX (0.56). 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 : -0.40 vs. JSVZX (-2.41). VSIAX return over 5 years is better than : 54.28 vs. JSVZX (14.15).
| 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 | 12.172 | 7.497 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.56 | 1.97 | 28% |
| Returns for 1 year | -2.41 | -0.40 | 606% |
| Returns for 3 years | 9.61 | 27.39 | 35% |
| Returns for 5 years | 14.15 | 54.28 | 26% |
| Returns for 10 years | 12.00 | 114.74 | 10% |
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