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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$25.52
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Dec 28, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. JSVPX (1.26B). JSVPX pays higher dividends than VSCAX: JSVPX (0.71) vs VSCAX (0.31). 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 : 8.71 vs. JSVPX (2.46). VSCAX return over 5 years is better than : 66.73 vs. JSVPX (5.47).
| 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 | 4.120 | 9.911 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 8.33B | 15% |
| Annual Yield % from dividends | 0.71 | 0.31 | 230% |
| Returns for 1 year | 2.46 | 8.71 | 28% |
| Returns for 3 years | 20.19 | 49.46 | 41% |
| Returns for 5 years | 5.47 | 66.73 | 8% |
| Returns for 10 years | N/A | 59.02 | - |
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