Interact to see
Advertisement
Advertisement
JDSCX vs VISGX
JDSCX vs VISGX Comparison
Open Charts JDSCX vs VISGX
JPMorgan Small Cap Blend I
Price$30.68
Change-$0.86 (-2.73%)
VolumeN/A
Net Assets1.46B
Vanguard Small Cap Growth Index I
Price$73.78
Change-$2.08 (-2.74%)
VolumeN/A
Net Assets32.98B
JDSCX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSCX vs. VISGX commentary
May 22, 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 JDSCX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33B vs. JDSCX (1.46B). JDSCX pays higher dividends than VISGX: JDSCX (0.99) vs VISGX (0.47). JDSCX was incepted earlier than VISGX: JDSCX (26 years) vs VISGX (27 years). JDSCX (1.02) is less costly to investors than VISGX (0.19). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than JDSCX: VISGX (3000) vs JDSCX (1000000). VISGX annual gain was more profitable for investors over the last year : 5.77 vs. JDSCX (0.37). JDSCX return over 5 years is better than : 46.67 vs. VISGX (44.01).
| JDSCX | VISGX | JDSCX / VISGX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -4.828 | -3.603 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 33B | 4% |
| Annual Yield % from dividends | 0.99 | 0.47 | 211% |
| Returns for 1 year | 0.37 | 5.77 | 6% |
| Returns for 3 years | 20.54 | 31.57 | 65% |
| Returns for 5 years | 46.67 | 44.01 | 106% |
| Returns for 10 years | 16.39 | 103.72 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers