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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$21.45
Change+$1.50 (+7.52%)
VolumeN/A
Net Assets1.01B
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
JSVPX vs VSCAX Comparison Chart
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JSVPX vs. VSCAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. JSVPX (1.01B). JSVPX pays higher dividends than VSCAX: JSVPX (0.78) vs VSCAX (0.37). 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 (40.00). 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 : -17.67 vs. JSVPX (-20.33). VSCAX return over 5 years is better than : 111.12 vs. JSVPX (21.00).
| 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 | -19.034 | -20.077 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.29B | 19% |
| Annual Yield % from dividends | 0.78 | 0.37 | 212% |
| Returns for 1 year | -20.33 | -17.67 | 115% |
| Returns for 3 years | -22.10 | -0.44 | 5,012% |
| Returns for 5 years | 21.00 | 111.12 | 19% |
| Returns for 10 years | N/A | -7.75 | - |
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