JSVZX
Price
$24.28
Change
+$0.17 (+0.71%)
Updated
Jul 3 closing price
Net Assets
1.23B
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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JSVZX vs VSIAX

Header iconJSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAXBanner chart's image
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 %
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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.

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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).
JSVZXVSIAXJSVZX / VSIAX
Total Expense Ratio1.490.072,129%
Annual Report Gross Expense Ratio1.600.072,286%
Fund Existence17 years14 years-
Gain YTD0.5742.04428%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B54B2%
Annual Yield % from dividends0.662.1131%
Returns for 1 year1.9811.6717%
Returns for 3 years8.4734.8824%
Returns for 5 years39.6694.1642%
Returns for 10 years-3.3296.53-3%
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