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DFSTX vs JSCHX
DFSTX vs JSCHX Comparison
Open Charts DFSTX vs JSCHX
JPMorgan Small Cap Blend R6
Price$32.91
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets1.44B
DFSTX vs JSCHX Comparison Chart in %
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DFSTX vs. JSCHX commentary
Nov 19, 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: 16.2B vs. JSCHX (1.44B). JSCHX (1.08) and DFSTX (1.08) 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: 49.00 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 : -1.55 vs. JSCHX (-3.98). DFSTX return over 5 years is better than : 45.74 vs. JSCHX (16.96).
| 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 | 1.924 | -1.082 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 1.44B | 1,124% |
| Annual Yield % from dividends | 1.08 | 1.08 | 99% |
| Returns for 1 year | -1.55 | -3.98 | 39% |
| Returns for 3 years | 21.58 | 19.84 | 109% |
| Returns for 5 years | 45.74 | 16.96 | 270% |
| Returns for 10 years | 66.95 | N/A | - |
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