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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$25.51
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$24.67
Change+$0.43 (+1.77%)
VolumeN/A
Net Assets6.68B
JSVPX vs VSCAX Comparison Chart
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JSVPX vs. VSCAX commentary
Jan 31, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.68B vs. JSVPX (1.28B). JSVPX pays higher dividends than VSCAX: JSVPX (1.21) vs VSCAX (0.48). JSVPX was incepted earlier than VSCAX: JSVPX (8 years) vs VSCAX (26 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. VSCAX (51.00). 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 : 23.51 vs. JSVPX (8.50). VSCAX return over 5 years is better than : 85.96 vs. JSVPX (18.28).
| JSVPX | VSCAX | JSVPX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 3.531 | 4.934 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 6.68B | 19% |
| Annual Yield % from dividends | 1.21 | 0.48 | 254% |
| Returns for 1 year | 8.50 | 23.51 | 36% |
| Returns for 3 years | -1.10 | 36.58 | -3% |
| Returns for 5 years | 18.28 | 85.96 | 21% |
| Returns for 10 years | N/A | 32.92 | - |
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