Interact to see
Advertisement
Advertisement
DFSTX vs JSCHX
DFSTX vs JSCHX Comparison
Open Charts DFSTX vs JSCHX
JPMorgan Small Cap Blend R6
Price$34.09
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets1.55B
DFSTX vs JSCHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. JSCHX commentary
Oct 09, 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 DFSTX is a Hold and JSCHX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. JSCHX (1.55B). JSCHX (1.09) and DFSTX (1.07) have matching dividends . DFSTX was incepted earlier than JSCHX: DFSTX (34 years) vs JSCHX (7 years). JSCHX (0.77) is less costly to investors than DFSTX (0.28). JSCHX is a more actively managed with annual turnover of: 39.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than JSCHX: DFSTX (0) vs JSCHX (15000000). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. JSCHX (5.79). DFSTX return over 5 years is better than : 65.12 vs. JSCHX (34.21).
| DFSTX | JSCHX | DFSTX / JSCHX | |
| Total Expense Ratio | 0.27 | 0.74 | 36% |
| Annual Report Gross Expense Ratio | 0.28 | 0.77 | 36% |
| Fund Existence | 34 years | 7 years | - |
| Gain YTD | 5.882 | 3.547 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.55B | 1,111% |
| Annual Yield % from dividends | 1.07 | 1.09 | 98% |
| Returns for 1 year | 8.06 | 5.79 | 139% |
| Returns for 3 years | 40.41 | 33.68 | 120% |
| Returns for 5 years | 65.12 | 34.21 | 190% |
| Returns for 10 years | 75.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement