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JMCRX vs VSCAX
JMCRX vs VSCAX Comparison
Open Charts JMCRX vs VSCAX
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
JMCRX vs VSCAX Comparison Chart in %
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JMCRX vs. VSCAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. JMCRX (27.9M). VSCAX pays higher dividends than JMCRX: VSCAX (0.35) 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 (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. JMCRX (10.00). 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 : 5.03 vs. JMCRX (3.20). VSCAX return over 5 years is better than : 135.31 vs. JMCRX (76.55).
| JMCRX | VSCAX | JMCRX / VSCAX | |
| Total Expense Ratio | 1.50 | 1.12 | 134% |
| Annual Report Gross Expense Ratio | 1.50 | 1.12 | 134% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 0.605 | 2.722 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 6.97B | 0% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 3.20 | 5.03 | 64% |
| Returns for 3 years | 32.55 | 43.85 | 74% |
| Returns for 5 years | 76.55 | 135.31 | 57% |
| Returns for 10 years | 47.76 | 20.55 | 232% |
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