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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$26.47
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Oct 09, 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: 7.61B vs. JSVPX (1.25B). JSVPX pays higher dividends than VSCAX: JSVPX (0.74) 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 (1.12). 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 : 9.03 vs. JSVPX (1.45). VSCAX return over 5 years is better than : 112.98 vs. JSVPX (31.22).
| 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 | 7.017 | 12.037 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 7.61B | 16% |
| Annual Yield % from dividends | 0.74 | 0.32 | 234% |
| Returns for 1 year | 1.45 | 9.03 | 16% |
| Returns for 3 years | 18.70 | 57.36 | 33% |
| Returns for 5 years | 31.22 | 112.98 | 28% |
| Returns for 10 years | N/A | 42.22 | - |
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