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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$28.50
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$24.67
Change+$0.43 (+1.77%)
VolumeN/A
Net Assets6.68B
JSVQX vs VSCAX Comparison Chart
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JSVQX vs. VSCAX commentary
Jan 31, 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: 6.68B vs. JSVQX (1.28B). JSVQX pays higher dividends than VSCAX: JSVQX (1.26) vs VSCAX (0.48). JSVQX was incepted earlier than VSCAX: JSVQX (8 years) vs VSCAX (26 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. VSCAX (51.00). 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 : 23.51 vs. JSVQX (9.42). VSCAX return over 5 years is better than : 85.96 vs. JSVQX (22.99).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 3.561 | 4.934 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 6.68B | 19% |
| Annual Yield % from dividends | 1.26 | 0.48 | 265% |
| Returns for 1 year | 9.42 | 23.51 | 40% |
| Returns for 3 years | 0.97 | 36.58 | 3% |
| Returns for 5 years | 22.99 | 85.96 | 27% |
| Returns for 10 years | N/A | 32.92 | - |
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