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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$27.56
Change+$0.47 (+1.73%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Dec 05, 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 JSVPX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. JSVPX (1.28B). JSVPX pays higher dividends than VSCAX: JSVPX (0.71) vs VSCAX (0.31). JSVPX was incepted earlier than VSCAX: JSVPX (9 years) vs VSCAX (26 years). JSVPX (1.30) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. JSVPX (49.00). JSVPX has a lower initial minimum investment than VSCAX: JSVPX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 1.86 vs. JSVPX (-2.05). VSCAX return over 5 years is better than : 78.31 vs. JSVPX (15.91).
| JSVPX | VSCAX | JSVPX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 12.444 | 16.121 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 8.08B | 16% |
| Annual Yield % from dividends | 0.71 | 0.31 | 230% |
| Returns for 1 year | -2.05 | 1.86 | -110% |
| Returns for 3 years | 10.60 | 39.04 | 27% |
| Returns for 5 years | 15.91 | 78.31 | 20% |
| Returns for 10 years | N/A | 45.54 | - |
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