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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets1.24B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Aug 30, 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: 7.23B vs. JSVZX (1.24B). JSVZX pays higher dividends than VSCAX: JSVZX (0.65) vs VSCAX (0.34). 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 : 7.51 vs. JSVZX (-1.31). VSCAX return over 5 years is better than : 112.00 vs. JSVZX (31.16).
| 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 | 5.296 | 6.976 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 7.23B | 17% |
| Annual Yield % from dividends | 0.65 | 0.34 | 191% |
| Returns for 1 year | -1.31 | 7.51 | -17% |
| Returns for 3 years | 5.23 | 38.48 | 14% |
| Returns for 5 years | 31.16 | 112.00 | 28% |
| Returns for 10 years | 9.33 | 36.23 | 26% |
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