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JSVQX vs VSCAX
JSVQX vs VSCAX Comparison
Open Charts JSVQX vs VSCAX
JPMorgan Small Cap Value R4
Price$30.82
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
JSVQX vs VSCAX Comparison Chart in %
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JSVQX vs. VSCAX commentary
Feb 05, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. JSVQX (1.26B). JSVQX pays higher dividends than VSCAX: JSVQX (0.75) vs VSCAX (0.23). 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 : 18.26 vs. JSVQX (11.77). VSCAX return over 5 years is better than : 68.92 vs. JSVQX (7.07).
| 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 | 8.828 | 12.643 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.42B | 13% |
| Annual Yield % from dividends | 0.75 | 0.23 | 326% |
| Returns for 1 year | 11.77 | 18.26 | 64% |
| Returns for 3 years | 17.13 | 51.27 | 33% |
| Returns for 5 years | 7.07 | 68.92 | 10% |
| Returns for 10 years | N/A | 108.32 | - |
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