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JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$26.16
Change+$0.23 (+0.89%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
JSVZX vs VSCAX Comparison Chart in %
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JSVZX 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 JSVZX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. JSVZX (1.25B). JSVZX pays higher dividends than VSCAX: JSVZX (0.59) vs VSCAX (0.25). 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 : 13.42 vs. JSVZX (9.75). VSCAX return over 5 years is better than : 60.33 vs. JSVZX (-2.29).
| 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 | 5.664 | 7.230 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.84B | 14% |
| Annual Yield % from dividends | 0.59 | 0.25 | 232% |
| Returns for 1 year | 9.75 | 13.42 | 73% |
| Returns for 3 years | 15.90 | 49.33 | 32% |
| Returns for 5 years | -2.29 | 60.33 | -4% |
| Returns for 10 years | 31.51 | 99.03 | 32% |
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