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JSVZX vs VSIAX
JSVZX vs VSIAX Comparison
Open Charts JSVZX vs VSIAX
JPMorgan Small Cap Value R2
Price$26.69
Change+$0.95 (+3.69%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
JSVZX vs VSIAX Comparison Chart in %
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JSVZX vs. VSIAX commentary
Feb 04, 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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. JSVZX (1.26B). VSIAX pays higher dividends than JSVZX: VSIAX (1.85) vs JSVZX (0.55). 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 : 12.04 vs. JSVZX (9.91). VSIAX return over 5 years is better than : 51.14 vs. JSVZX (0.24).
| 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 | 8.761 | 6.559 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.55 | 1.85 | 30% |
| Returns for 1 year | 9.91 | 12.04 | 82% |
| Returns for 3 years | 13.23 | 29.92 | 44% |
| Returns for 5 years | 0.24 | 51.14 | 0% |
| Returns for 10 years | 33.63 | 162.42 | 21% |
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