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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$25.27
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.2B
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Nov 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: 7.35B vs. JSVZX (1.2B). JSVZX pays higher dividends than VSCAX: JSVZX (0.58) vs VSCAX (0.32). JSVZX was incepted earlier than VSCAX: JSVZX (17 years) vs VSCAX (26 years). JSVZX (1.60) is less costly to investors than VSCAX (1.10). JSVZX is a more actively managed with annual turnover of: 72.00 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 : -3.06 vs. JSVZX (-5.79). VSCAX return over 5 years is better than : 75.36 vs. JSVZX (14.07).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.60 | 1.10 | 145% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 4.907 | 5.657 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 7.35B | 16% |
| Annual Yield % from dividends | 0.58 | 0.32 | 182% |
| Returns for 1 year | -5.79 | -3.06 | 189% |
| Returns for 3 years | 4.71 | 30.86 | 15% |
| Returns for 5 years | 14.07 | 75.36 | 19% |
| Returns for 10 years | 4.46 | 34.62 | 13% |
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