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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$28.83
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets1.2B
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Nov 20, 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: 7.35B vs. JSVQX (1.2B). JSVQX pays higher dividends than VSCAX: JSVQX (0.81) vs VSCAX (0.32). JSVQX was incepted earlier than VSCAX: JSVQX (9 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 72.00 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 : -3.06 vs. JSVQX (-4.63). VSCAX return over 5 years is better than : 75.36 vs. JSVQX (20.39).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.01 | 1.10 | 92% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 5.395 | 5.657 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 7.35B | 16% |
| Annual Yield % from dividends | 0.81 | 0.32 | 255% |
| Returns for 1 year | -4.63 | -3.06 | 151% |
| Returns for 3 years | 7.99 | 30.86 | 26% |
| Returns for 5 years | 20.39 | 75.36 | 27% |
| Returns for 10 years | N/A | 34.62 | - |
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