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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$24.17
Change-$1.14 (-4.50%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
Dec 19, 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 JSVZX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. JSVZX (1.32B). 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 : 15.69 vs. JSVZX (8.84). VSCAX return over 5 years is better than : 64.13 vs. JSVZX (10.34).
| 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 | 6.416 | 14.610 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 6.61B | 20% |
| Annual Yield % from dividends | 1.07 | 0.48 | 224% |
| Returns for 1 year | 8.84 | 15.69 | 56% |
| Returns for 3 years | -2.64 | 34.70 | -8% |
| Returns for 5 years | 10.34 | 64.13 | 16% |
| Returns for 10 years | 1.15 | 20.94 | 5% |