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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$23.15
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets1.15B
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
JSVPX vs VSCAX Comparison Chart
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JSVPX vs. VSCAX commentary
Jun 07, 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: 6.4B vs. JSVPX (1.15B). 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 : -1.12 vs. JSVPX (-6.99). VSCAX return over 5 years is better than : 91.18 vs. JSVPX (16.87).
| 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 | -7.386 | -4.254 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 6.4B | 18% |
| Annual Yield % from dividends | 0.78 | 0.37 | 212% |
| Returns for 1 year | -6.99 | -1.12 | 626% |
| Returns for 3 years | -11.13 | 14.82 | -75% |
| Returns for 5 years | 16.87 | 91.18 | 19% |
| Returns for 10 years | N/A | 10.89 | - |
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