Interact to see
Advertisement
Advertisement
JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$25.68
Change-$0.50 (-1.91%)
VolumeN/A
Net Assets1.23B
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
JSVZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSCAX commentary
Nov 14, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. JSVZX (1.23B). JSVZX pays higher dividends than VSCAX: JSVZX (0.58) 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 (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. JSVZX (49.00). 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 : -0.35 vs. JSVZX (-5.10). VSCAX return over 5 years is better than : 90.72 vs. JSVZX (21.76).
| 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 | 26 years | - |
| Gain YTD | 8.684 | 11.782 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 7.75B | 16% |
| Annual Yield % from dividends | 0.58 | 0.32 | 182% |
| Returns for 1 year | -5.10 | -0.35 | 1,459% |
| Returns for 3 years | 6.71 | 36.18 | 19% |
| Returns for 5 years | 21.76 | 90.72 | 24% |
| Returns for 10 years | 10.84 | 46.42 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement