Ad is loading...
JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
JSVQX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. VSCAX commentary
May 09, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. JSVQX (1.13B). JSVQX pays higher dividends than VSCAX: JSVQX (0.72) vs VSCAX (0.39). 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 : -6.91 vs. JSVQX (-10.28). VSCAX return over 5 years is better than : 124.47 vs. JSVQX (36.92).
| 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 | -9.704 | -9.273 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 6.03B | 19% |
| Annual Yield % from dividends | 0.72 | 0.39 | 186% |
| Returns for 1 year | -10.28 | -6.91 | 149% |
| Returns for 3 years | -4.13 | 21.82 | -19% |
| Returns for 5 years | 36.92 | 124.47 | 30% |
| Returns for 10 years | N/A | 4.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...