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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$22.12
Change-$0.65 (-2.85%)
VolumeN/A
Net Assets1.18B
Invesco Small Cap Value A
Price$22.00
Change-$0.51 (-2.27%)
VolumeN/A
Net Assets6.38B
JSVZX vs VSCAX Comparison Chart
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JSVZX vs. VSCAX commentary
May 23, 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: 6.38B vs. JSVZX (1.18B). JSVZX pays higher dividends than VSCAX: JSVZX (0.64) vs VSCAX (0.39). 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 : -4.70 vs. JSVZX (-8.15). VSCAX return over 5 years is better than : 135.42 vs. JSVZX (36.17).
| 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 | -5.870 | -4.254 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 6.38B | 18% |
| Annual Yield % from dividends | 0.64 | 0.39 | 166% |
| Returns for 1 year | -8.15 | -4.70 | 173% |
| Returns for 3 years | -2.61 | 27.12 | -10% |
| Returns for 5 years | 36.17 | 135.42 | 27% |
| Returns for 10 years | -10.60 | 9.82 | -108% |
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