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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.94B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Jul 05, 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. JSVZX (1.23B). JSVZX pays higher dividends than VSCAX: JSVZX (0.66) vs VSCAX (0.35). 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 (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 : 4.42 vs. JSVZX (1.26). VSCAX return over 5 years is better than : 133.94 vs. JSVZX (38.68).
| 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 | -0.131 | 2.127 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 6.94B | 18% |
| Annual Yield % from dividends | 0.66 | 0.35 | 190% |
| Returns for 1 year | 1.26 | 4.42 | 29% |
| Returns for 3 years | 7.71 | 43.02 | 18% |
| Returns for 5 years | 38.68 | 133.94 | 29% |
| Returns for 10 years | -4.00 | 19.86 | -20% |
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