Interact to see
Advertisement
Advertisement
JSVZX vs VSCAX
JSVZX vs VSCAX Comparison
Open Charts JSVZX vs VSCAX
JPMorgan Small Cap Value R2
Price$27.02
Change+$0.47 (+1.77%)
VolumeN/A
Net Assets1.28B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
JSVZX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVZX vs. VSCAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. JSVZX (1.28B). JSVZX pays higher dividends than VSCAX: JSVZX (0.56) vs VSCAX (0.31). 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 : 1.86 vs. JSVZX (-2.41). VSCAX return over 5 years is better than : 78.31 vs. JSVZX (14.15).
| 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 | 12.172 | 16.121 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 8.08B | 16% |
| Annual Yield % from dividends | 0.56 | 0.31 | 183% |
| Returns for 1 year | -2.41 | 1.86 | -129% |
| Returns for 3 years | 9.61 | 39.04 | 25% |
| Returns for 5 years | 14.15 | 78.31 | 18% |
| Returns for 10 years | 12.00 | 45.54 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers