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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$25.72
Change-$0.34 (-1.30%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Oct 08, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.74B vs. JSVZX (1.26B). JSVZX pays higher dividends than VSCAX: JSVZX (0.59) vs VSCAX (0.32). JSVZX was incepted earlier than VSCAX: JSVZX (17 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 (52.00). 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 : 8.93 vs. JSVZX (2.27). VSCAX return over 5 years is better than : 113.52 vs. JSVZX (30.85).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.12 | 143% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 8.186 | 12.590 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.74B | 16% |
| Annual Yield % from dividends | 0.59 | 0.32 | 186% |
| Returns for 1 year | 2.27 | 8.93 | 25% |
| Returns for 3 years | 19.13 | 58.14 | 33% |
| Returns for 5 years | 30.85 | 113.52 | 27% |
| Returns for 10 years | 9.19 | 42.92 | 21% |
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