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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$24.64
Change-$1.16 (-4.50%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
JSVPX vs VSCAX Comparison Chart
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JSVPX vs. VSCAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. JSVPX (1.32B). 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 : 15.69 vs. JSVPX (9.24). VSCAX return over 5 years is better than : 64.13 vs. JSVPX (12.03).
| 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 | 6.785 | 14.610 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.61B | 20% |
| Annual Yield % from dividends | 1.21 | 0.48 | 254% |
| Returns for 1 year | 9.24 | 15.69 | 59% |
| Returns for 3 years | -1.86 | 34.70 | -5% |
| Returns for 5 years | 12.03 | 64.13 | 19% |
| Returns for 10 years | N/A | 20.94 | - |
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