Interact to see
Advertisement
Advertisement
JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$29.11
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
JSVQX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. VSCAX commentary
Sep 26, 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: 7.5B vs. JSVQX (1.26B). JSVQX pays higher dividends than VSCAX: JSVQX (0.87) vs VSCAX (0.32). 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 (52.00). 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 : 7.66 vs. JSVQX (1.69). VSCAX return over 5 years is better than : 139.01 vs. JSVQX (54.37).
| 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 | 7.150 | 9.358 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.5B | 17% |
| Annual Yield % from dividends | 0.87 | 0.32 | 267% |
| Returns for 1 year | 1.69 | 7.66 | 22% |
| Returns for 3 years | 24.07 | 64.05 | 38% |
| Returns for 5 years | 54.37 | 139.01 | 39% |
| Returns for 10 years | N/A | 50.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement