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JDSCX vs VISGX
JDSCX vs VISGX Comparison
Open Charts JDSCX vs VISGX
JPMorgan Small Cap Blend I
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.45B
Vanguard Small Cap Growth Index I
Price$70.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.81B
JDSCX vs VISGX Comparison Chart
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JDSCX vs. VISGX commentary
Mar 12, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. JDSCX (1.45B). JDSCX pays higher dividends than VISGX: JDSCX (0.90) vs VISGX (0.43). 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 (19.00). 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 : -0.68 vs. JDSCX (-0.86). VISGX return over 5 years is better than : 75.43 vs. JDSCX (59.38).
| 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 | -5.492 | -9.858 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 36.8B | 4% |
| Annual Yield % from dividends | 0.90 | 0.43 | 207% |
| Returns for 1 year | -0.86 | -0.68 | 125% |
| Returns for 3 years | 8.29 | 9.97 | 83% |
| Returns for 5 years | 59.38 | 75.43 | 79% |
| Returns for 10 years | 18.68 | 95.76 | 20% |