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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Dec 04, 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 JSVQX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. JSVQX (1.28B). JSVQX pays higher dividends than VSCAX: JSVQX (0.78) vs VSCAX (0.31). JSVQX was incepted earlier than VSCAX: JSVQX (9 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than JSVQX (1.01). VSCAX is a more actively managed with annual turnover of: 52.00 vs. JSVQX (49.00). JSVQX has a lower initial minimum investment than VSCAX: JSVQX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -0.15 vs. JSVQX (-3.05). VSCAX return over 5 years is better than : 80.13 vs. JSVQX (22.56).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.01 | 1.10 | 92% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 11.353 | 13.526 | 84% |
| 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 | 0.78 | 0.31 | 256% |
| Returns for 1 year | -3.05 | -0.15 | 1,990% |
| Returns for 3 years | 11.66 | 35.94 | 32% |
| Returns for 5 years | 22.56 | 80.13 | 28% |
| Returns for 10 years | N/A | 42.28 | - |
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