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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$21.04
Change+$1.47 (+7.51%)
VolumeN/A
Net Assets1.01B
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
Apr 11, 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 JSVZX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. JSVZX (1.01B). JSVZX pays higher dividends than VSCAX: JSVZX (0.62) vs VSCAX (0.37). JSVZX was incepted earlier than VSCAX: JSVZX (16 years) vs VSCAX (26 years). JSVZX (1.60) is less costly to investors than VSCAX (1.12). JSVZX is a more actively managed with annual turnover of: 61.00 vs. VSCAX (40.00). JSVZX has a lower initial minimum investment than VSCAX: JSVZX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -17.67 vs. JSVZX (-20.61). VSCAX return over 5 years is better than : 111.12 vs. JSVZX (19.19).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.12 | 143% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -19.099 | -20.077 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.29B | 19% |
| Annual Yield % from dividends | 0.62 | 0.37 | 168% |
| Returns for 1 year | -20.61 | -17.67 | 117% |
| Returns for 3 years | -22.72 | -0.44 | 5,154% |
| Returns for 5 years | 19.19 | 111.12 | 17% |
| Returns for 10 years | -24.72 | -7.75 | 319% |
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