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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$26.69
Change+$0.95 (+3.69%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Feb 04, 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 JSVZX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. JSVZX (1.26B). JSVZX pays higher dividends than VSCAX: JSVZX (0.55) vs VSCAX (0.23). JSVZX was incepted earlier than VSCAX: JSVZX (17 years) vs VSCAX (27 years). JSVZX (1.60) is less costly to investors than VSCAX (1.10). JSVZX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). JSVZX has a lower initial minimum investment than VSCAX: JSVZX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. JSVZX (9.91). VSCAX return over 5 years is better than : 68.92 vs. JSVZX (0.24).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.60 | 1.10 | 145% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 8.761 | 12.643 | 69% |
| 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 | 0.55 | 0.23 | 239% |
| Returns for 1 year | 9.91 | 18.26 | 54% |
| Returns for 3 years | 13.23 | 51.27 | 26% |
| Returns for 5 years | 0.24 | 68.92 | 0% |
| Returns for 10 years | 33.63 | 108.32 | 31% |
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