Interact to see
Advertisement
Advertisement
JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$27.26
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$28.61
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets9.46B
JSVPX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVPX vs. VSCAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.46B vs. JSVPX (1.26B). JSVPX pays higher dividends than VSCAX: JSVPX (0.69) vs VSCAX (0.23). JSVPX was incepted earlier than VSCAX: JSVPX (9 years) vs VSCAX (27 years). JSVPX (1.30) is less costly to investors than VSCAX (1.10). JSVPX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). 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 : 17.17 vs. JSVPX (8.84). VSCAX return over 5 years is better than : 68.04 vs. JSVPX (0.93).
| 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 | 27 years | - |
| Gain YTD | 8.736 | 13.038 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.46B | 13% |
| Annual Yield % from dividends | 0.69 | 0.23 | 300% |
| Returns for 1 year | 8.84 | 17.17 | 51% |
| Returns for 3 years | 14.34 | 51.80 | 28% |
| Returns for 5 years | 0.93 | 68.04 | 1% |
| Returns for 10 years | N/A | 109.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement