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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$26.16
Change+$0.23 (+0.89%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index Admiral
Price$95.89
Change+$0.53 (+0.56%)
VolumeN/A
Net Assets59.85B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX commentary
Jan 15, 2026
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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. JSVZX (1.25B). VSIAX pays higher dividends than JSVZX: VSIAX (1.95) vs JSVZX (0.59). 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: 72.00 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 : 12.27 vs. JSVZX (9.75). VSIAX return over 5 years is better than : 51.25 vs. JSVZX (-2.29).
| 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 | 5.664 | 5.350 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.8B | 2% |
| Annual Yield % from dividends | 0.59 | 1.95 | 30% |
| Returns for 1 year | 9.75 | 12.27 | 79% |
| Returns for 3 years | 15.90 | 34.42 | 46% |
| Returns for 5 years | -2.29 | 51.25 | -4% |
| Returns for 10 years | 31.51 | 161.88 | 19% |
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