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JMCRX vs VSCAX
JMCRX vs VSCAX Comparison
Open Charts JMCRX vs VSCAX
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.41B
JMCRX vs VSCAX Comparison Chart in %
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JMCRX vs. VSCAX commentary
Dec 13, 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 JMCRX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.41B vs. JMCRX (27.8M). VSCAX pays higher dividends than JMCRX: VSCAX (0.31) vs JMCRX (0.00). JMCRX was incepted earlier than VSCAX: JMCRX (15 years) vs VSCAX (26 years). JMCRX (1.50) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. JMCRX (6.00). VSCAX has a lower initial minimum investment than JMCRX: VSCAX (1000) vs JMCRX (10000). VSCAX annual gain was more profitable for investors over the last year : 7.48 vs. JMCRX (-0.26). VSCAX return over 5 years is better than : 88.18 vs. JMCRX (50.92).
| JMCRX | VSCAX | JMCRX / VSCAX | |
| Total Expense Ratio | 1.50 | 1.10 | 136% |
| Annual Report Gross Expense Ratio | 1.50 | 1.10 | 136% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 7.123 | 21.523 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 8.41B | 0% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | -0.26 | 7.48 | -3% |
| Returns for 3 years | 42.87 | 52.50 | 82% |
| Returns for 5 years | 50.92 | 88.18 | 58% |
| Returns for 10 years | 54.95 | 80.66 | 68% |
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