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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$27.42
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets1.27B
Invesco Small Cap Value A
Price$26.76
Change+$0.30 (+1.13%)
VolumeN/A
Net Assets7.83B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Nov 29, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.83B vs. JSVPX (1.27B). JSVPX pays higher dividends than VSCAX: JSVPX (0.73) vs VSCAX (0.32). JSVPX was incepted earlier than VSCAX: JSVPX (9 years) vs VSCAX (26 years). JSVPX (1.30) is less costly to investors than VSCAX (1.10). JSVPX is a more actively managed with annual turnover of: 72.00 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 : 0.67 vs. JSVPX (-3.51). VSCAX return over 5 years is better than : 80.24 vs. JSVPX (17.73).
| JSVPX | VSCAX | JSVPX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 11.424 | 13.824 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 7.83B | 16% |
| Annual Yield % from dividends | 0.73 | 0.32 | 230% |
| Returns for 1 year | -3.51 | 0.67 | -523% |
| Returns for 3 years | 12.04 | 40.25 | 30% |
| Returns for 5 years | 17.73 | 80.24 | 22% |
| Returns for 10 years | N/A | 39.71 | - |
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