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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$24.13
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.18B
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.83B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Aug 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 JSVPX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. JSVPX (1.18B). JSVPX pays higher dividends than VSCAX: JSVPX (0.82) vs VSCAX (0.34). JSVPX was incepted earlier than VSCAX: JSVPX (9 years) vs VSCAX (26 years). JSVPX (1.30) is less costly to investors than VSCAX (1.12). JSVPX is a more actively managed with annual turnover of: 61.00 vs. VSCAX (52.00). JSVPX has a lower initial minimum investment than VSCAX: JSVPX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 11.07 vs. JSVPX (-2.15). VSCAX return over 5 years is better than : 106.09 vs. JSVPX (25.54).
| JSVPX | VSCAX | JSVPX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -1.658 | 1.659 | -100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 6.83B | 17% |
| Annual Yield % from dividends | 0.82 | 0.34 | 241% |
| Returns for 1 year | -2.15 | 11.07 | -19% |
| Returns for 3 years | -2.70 | 34.67 | -8% |
| Returns for 5 years | 25.54 | 106.09 | 24% |
| Returns for 10 years | N/A | 24.40 | - |
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