Ad is loading...
JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$23.98
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.78B
JSVZX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSCAX commentary
Feb 23, 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: 6.78B vs. JSVZX (1.26B). JSVZX pays higher dividends than VSCAX: JSVZX (1.07) vs VSCAX (0.48). JSVZX was incepted earlier than VSCAX: JSVZX (16 years) vs VSCAX (26 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. VSCAX (51.00). 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 : 20.93 vs. JSVZX (5.44). VSCAX return over 5 years is better than : 81.04 vs. JSVZX (10.92).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 2.646 | 4.892 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 6.78B | 19% |
| Annual Yield % from dividends | 1.07 | 0.48 | 224% |
| Returns for 1 year | 5.44 | 20.93 | 26% |
| Returns for 3 years | -2.74 | 30.25 | -9% |
| Returns for 5 years | 10.92 | 81.04 | 13% |
| Returns for 10 years | -2.55 | 23.04 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...