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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$22.49
Change-$0.43 (-1.88%)
VolumeN/A
Net Assets1.17B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
Jun 14, 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: 6.55B vs. JSVZX (1.17B). JSVZX pays higher dividends than VSCAX: JSVZX (0.62) vs VSCAX (0.37). 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 : 1.61 vs. JSVZX (-4.48). VSCAX return over 5 years is better than : 119.25 vs. JSVZX (30.67).
| 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 | -5.250 | -2.169 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 6.55B | 18% |
| Annual Yield % from dividends | 0.62 | 0.37 | 169% |
| Returns for 1 year | -4.48 | 1.61 | -278% |
| Returns for 3 years | 1.22 | 30.91 | 4% |
| Returns for 5 years | 30.67 | 119.25 | 26% |
| Returns for 10 years | -10.88 | 12.16 | -90% |
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