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JSVPX vs VSCAX
JSVPX vs VSCAX Comparison
Open Charts JSVPX vs VSCAX
JPMorgan Small Cap Value R3
Price$26.76
Change+$0.54 (+2.06%)
VolumeN/A
Net Assets1.24B
Invesco Small Cap Value A
Price$26.07
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.51B
JSVPX vs VSCAX Comparison Chart in %
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JSVPX vs. VSCAX commentary
Oct 21, 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: 7.51B vs. JSVPX (1.25B). JSVPX pays higher dividends than VSCAX: JSVPX (0.74) vs VSCAX (0.32). 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 : 2.33 vs. JSVPX (-2.73). VSCAX return over 5 years is better than : 106.26 vs. JSVPX (31.23).
| 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 | 6.976 | 8.932 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 7.51B | 17% |
| Annual Yield % from dividends | 0.74 | 0.32 | 234% |
| Returns for 1 year | -2.73 | 2.33 | -117% |
| Returns for 3 years | 13.94 | 49.64 | 28% |
| Returns for 5 years | 31.23 | 106.26 | 29% |
| Returns for 10 years | N/A | 39.02 | - |
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