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JSVZX vs VSIIX
JSVZX vs VSIIX Comparison
Open Charts JSVZX vs VSIIX
JPMorgan Small Cap Value R2
Price$25.68
Change-$0.50 (-1.91%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
JSVZX vs VSIIX Comparison Chart in %
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JSVZX vs. VSIIX commentary
Nov 14, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. JSVZX (1.23B). VSIIX pays higher dividends than JSVZX: VSIIX (2.03) vs JSVZX (0.58). 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: 49.00 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 : -0.54 vs. JSVZX (-5.10). VSIIX return over 5 years is better than : 65.22 vs. JSVZX (21.76).
| 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 | 8.684 | 5.810 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 58.3B | 2% |
| Annual Yield % from dividends | 0.58 | 2.03 | 29% |
| Returns for 1 year | -5.10 | -0.54 | 950% |
| Returns for 3 years | 6.71 | 27.41 | 24% |
| Returns for 5 years | 21.76 | 65.22 | 33% |
| Returns for 10 years | 10.84 | 117.27 | 9% |
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