Interact to see
Advertisement
Advertisement
JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$24.18
Change-$0.58 (-2.34%)
VolumeN/A
Net Assets1.23B
Invesco Small Cap Value A
Price$23.74
Change-$0.30 (-1.25%)
VolumeN/A
Net Assets6.91B
JSVPX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVPX vs. VSCAX commentary
Jul 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.91B vs. JSVPX (1.23B). JSVPX pays higher dividends than VSCAX: JSVPX (0.83) vs VSCAX (0.35). 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 : 0.79 vs. JSVPX (-4.18). VSCAX return over 5 years is better than : 121.65 vs. JSVPX (37.21).
| 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 | 0.742 | 2.254 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 6.91B | 18% |
| Annual Yield % from dividends | 0.83 | 0.35 | 239% |
| Returns for 1 year | -4.18 | 0.79 | -527% |
| Returns for 3 years | 8.96 | 47.72 | 19% |
| Returns for 5 years | 37.21 | 121.65 | 31% |
| Returns for 10 years | N/A | 21.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers