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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$24.84
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.68B
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
Jan 19, 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: 6.68B vs. JSVZX (1.28B). 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 : 25.28 vs. JSVZX (8.93). VSCAX return over 5 years is better than : 74.58 vs. JSVZX (8.18).
| 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 | 2.687 | 4.892 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 6.68B | 19% |
| Annual Yield % from dividends | 1.07 | 0.48 | 224% |
| Returns for 1 year | 8.93 | 25.28 | 35% |
| Returns for 3 years | -6.31 | 30.32 | -21% |
| Returns for 5 years | 8.18 | 74.58 | 11% |
| Returns for 10 years | 1.49 | 35.60 | 4% |
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