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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
JSVQX vs VSCAX Comparison Chart
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JSVQX vs. VSCAX commentary
Jun 15, 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 JSVQX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.55B vs. JSVQX (1.17B). JSVQX pays higher dividends than VSCAX: JSVQX (0.69) vs VSCAX (0.37). JSVQX was incepted earlier than VSCAX: JSVQX (9 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VSCAX (40.00). JSVQX has a lower initial minimum investment than VSCAX: JSVQX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 1.61 vs. JSVQX (-3.29). VSCAX return over 5 years is better than : 119.25 vs. JSVQX (38.02).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.01 | 1.12 | 90% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -5.015 | -2.169 | 231% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 6.55B | 18% |
| Annual Yield % from dividends | 0.69 | 0.37 | 189% |
| Returns for 1 year | -3.29 | 1.61 | -204% |
| Returns for 3 years | 4.15 | 30.91 | 13% |
| Returns for 5 years | 38.02 | 119.25 | 32% |
| Returns for 10 years | N/A | 12.16 | - |
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