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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$26.98
Change-$0.28 (-1.03%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
Nov 18, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. JSVZX (1.37B). JSVZX pays higher dividends than VSCAX: JSVZX (1.07) vs VSCAX (0.48). JSVZX was incepted earlier than VSCAX: JSVZX (16 years) vs VSCAX (25 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 : 35.27 vs. JSVZX (27.68). VSCAX return over 5 years is better than : 82.06 vs. JSVZX (14.38).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 13.437 | 25.800 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 6.22B | 22% |
| Annual Yield % from dividends | 1.07 | 0.48 | 224% |
| Returns for 1 year | 27.68 | 35.27 | 78% |
| Returns for 3 years | -18.41 | 15.35 | -120% |
| Returns for 5 years | 14.38 | 82.06 | 18% |
| Returns for 10 years | 4.59 | 16.18 | 28% |
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