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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$29.11
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Sep 09, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. JSVQX (1.26B). JSVQX pays higher dividends than VSCAX: JSVQX (0.87) vs VSCAX (0.32). JSVQX was incepted earlier than VSCAX: JSVQX (9 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. VSCAX (52.00). 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 : 12.12 vs. JSVQX (3.41). VSCAX return over 5 years is better than : 116.87 vs. JSVQX (41.48).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.01 | 1.12 | 90% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 6.458 | 7.614 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.33B | 17% |
| Annual Yield % from dividends | 0.87 | 0.32 | 267% |
| Returns for 1 year | 3.41 | 12.12 | 28% |
| Returns for 3 years | 14.63 | 46.81 | 31% |
| Returns for 5 years | 41.48 | 116.87 | 35% |
| Returns for 10 years | N/A | 36.89 | - |
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