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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$30.49
Change-$0.31 (-1.01%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
JSVQX vs VSCAX Comparison Chart
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JSVQX vs. VSCAX commentary
Nov 18, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. JSVQX (1.37B). JSVQX pays higher dividends than VSCAX: JSVQX (1.26) vs VSCAX (0.48). JSVQX was incepted earlier than VSCAX: JSVQX (8 years) vs VSCAX (25 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 : 35.27 vs. JSVQX (28.32). VSCAX return over 5 years is better than : 82.06 vs. JSVQX (20.45).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 13.949 | 25.800 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 6.22B | 22% |
| Annual Yield % from dividends | 1.26 | 0.48 | 265% |
| Returns for 1 year | 28.32 | 35.27 | 80% |
| Returns for 3 years | -15.31 | 15.35 | -100% |
| Returns for 5 years | 20.45 | 82.06 | 25% |
| Returns for 10 years | N/A | 16.18 | - |
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