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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$30.20
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Jan 15, 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 JSVQX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. JSVQX (1.26B). JSVQX pays higher dividends than VSCAX: JSVQX (0.80) vs VSCAX (0.25). JSVQX was incepted earlier than VSCAX: JSVQX (9 years) vs VSCAX (27 years). JSVQX (1.18) is less costly to investors than VSCAX (1.10). JSVQX is a more actively managed with annual turnover of: 72.00 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 : 13.42 vs. JSVQX (10.55). VSCAX return over 5 years is better than : 60.33 vs. JSVQX (6.85).
| JSVQX | VSCAX | JSVQX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.18 | 1.10 | 107% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 6.638 | 7.230 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 8.84B | 14% |
| Annual Yield % from dividends | 0.80 | 0.25 | 317% |
| Returns for 1 year | 10.55 | 13.42 | 79% |
| Returns for 3 years | 20.97 | 49.33 | 43% |
| Returns for 5 years | 6.85 | 60.33 | 11% |
| Returns for 10 years | N/A | 99.03 | - |
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