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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX vs. VSCAX commentary
Sep 06, 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 JSVZX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.29B vs. JSVZX (1.25B). JSVZX pays higher dividends than VSCAX: JSVZX (0.61) vs VSCAX (0.32). JSVZX was incepted earlier than VSCAX: JSVZX (17 years) vs VSCAX (26 years). JSVZX (1.60) is less costly to investors than VSCAX (1.12). JSVZX is a more actively managed with annual turnover of: 61.00 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 : 12.12 vs. JSVZX (1.83). VSCAX return over 5 years is better than : 116.87 vs. JSVZX (33.61).
| JSVZX | VSCAX | JSVZX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.60 | 1.12 | 143% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 5.751 | 7.614 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 7.29B | 17% |
| Annual Yield % from dividends | 0.61 | 0.32 | 187% |
| Returns for 1 year | 1.83 | 12.12 | 15% |
| Returns for 3 years | 10.95 | 46.81 | 23% |
| Returns for 5 years | 33.61 | 116.87 | 29% |
| Returns for 10 years | 10.21 | 36.89 | 28% |
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