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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$27.60
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Jul 27, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. JSVQX (1.22B). JSVQX pays higher dividends than VSCAX: JSVQX (0.94) vs VSCAX (0.35). 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 : 5.29 vs. JSVQX (-6.33). VSCAX return over 5 years is better than : 124.63 vs. JSVQX (41.81).
| 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 | 0.624 | 3.913 | 16% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 7.03B | 17% |
| Annual Yield % from dividends | 0.94 | 0.35 | 272% |
| Returns for 1 year | -6.33 | 5.29 | -120% |
| Returns for 3 years | 6.68 | 42.42 | 16% |
| Returns for 5 years | 41.81 | 124.63 | 34% |
| Returns for 10 years | N/A | 27.75 | - |
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