Ad is loading...
JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$28.82
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
JSVQX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. VSCAX commentary
Dec 19, 2024
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: 6.61B vs. JSVQX (1.33B). 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 : 22.21 vs. JSVQX (10.20). VSCAX return over 5 years is better than : 70.83 vs. JSVQX (16.51).
| 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 | 7.708 | 19.204 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 6.61B | 20% |
| Annual Yield % from dividends | 1.26 | 0.48 | 265% |
| Returns for 1 year | 10.20 | 22.21 | 46% |
| Returns for 3 years | 0.22 | 40.10 | 1% |
| Returns for 5 years | 16.51 | 70.83 | 23% |
| Returns for 10 years | N/A | 25.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNTTX | 43.69 | N/A | N/A |
| Russell Inv International Devd Mkts M | |||
| SPGRX | 18.64 | -0.06 | -0.32% |
| DWS Equity Sector Strategy Fund Class S | |||
| PWGIX | 28.86 | -0.17 | -0.59% |
| Impax US Sustainable Economy Instl | |||
| JDICX | 14.65 | -0.09 | -0.61% |
| JHancock Disciplined Value Intl C | |||
| VSIAX | 88.58 | -1.09 | -1.22% |
| Vanguard Small Cap Value Index Admiral | |||