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JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$26.69
Change+$0.95 (+3.69%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
JSVZX vs VSIIX Comparison Chart in %
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JSVZX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. JSVZX (1.26B). VSIIX pays higher dividends than JSVZX: VSIIX (1.86) vs JSVZX (0.55). JSVZX was incepted earlier than VSIIX: JSVZX (17 years) vs VSIIX (26 years). JSVZX (1.60) is less costly to investors than VSIIX (0.06). JSVZX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). JSVZX has a lower initial minimum investment than VSIIX: JSVZX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. JSVZX (9.91). VSIIX return over 5 years is better than : 51.14 vs. JSVZX (0.24).
| JSVZX | VSIIX | JSVZX / VSIIX | |
| Total Expense Ratio | 1.49 | 0.06 | 2,483% |
| Annual Report Gross Expense Ratio | 1.60 | 0.06 | 2,667% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 8.761 | 6.545 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.55 | 1.86 | 30% |
| Returns for 1 year | 9.91 | 12.05 | 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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