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JDSCX vs VISGX
JDSCX vs VISGX Comparison
Open Charts JDSCX vs VISGX
JPMorgan Small Cap Blend I
Price$33.41
Change-$0.31 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.83
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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JDSCX vs VISGX Comparison Chart
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JDSCX vs. VISGX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35.3B vs. JDSCX (1.59B). VISGX pays higher dividends than JDSCX: VISGX (0.55) vs JDSCX (0.33). JDSCX was incepted earlier than VISGX: JDSCX (25 years) vs VISGX (26 years). JDSCX is a more actively managed with annual turnover of: 37.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than JDSCX: VISGX (3000) vs JDSCX (1000000). VISGX (25.06) and JDSCX (24.22) have marching annual gain over last year. VISGX (43.06) and JDSCX (41.27) have equivalent 5 years return.
| JDSCX | VISGX | JDSCX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 10.519 | 10.254 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 35.3B | 4% |
| Annual Yield % from dividends | 0.33 | 0.55 | 60% |
| Returns for 1 year | 24.22 | 25.06 | 97% |
| Returns for 3 years | 0.45 | -6.81 | -7% |
| Returns for 5 years | 41.27 | 43.06 | 96% |
| Returns for 10 years | 30.34 | 125.86 | 24% |