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JDSCX vs VISGX
JDSCX vs VISGX Comparison
Open Charts JDSCX vs VISGX
JPMorgan Small Cap Blend I
Price$33.44
Change-$1.41 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
JDSCX vs VISGX Comparison Chart
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JDSCX vs. VISGX commentary
Dec 19, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. JDSCX (1.66B). VISGX pays higher dividends than JDSCX: VISGX (0.55) vs JDSCX (0.33). JDSCX was incepted earlier than VISGX: JDSCX (26 years) vs VISGX (27 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). JDSCX annual gain was more profitable for investors over the last year : 17.40 vs. VISGX (16.53). VISGX (42.03) and JDSCX (40.79) 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 | 26 years | 27 years | - |
| Gain YTD | 15.283 | 16.578 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 40.7B | 4% |
| Annual Yield % from dividends | 0.33 | 0.55 | 60% |
| Returns for 1 year | 17.40 | 16.53 | 105% |
| Returns for 3 years | 10.05 | 3.41 | 295% |
| Returns for 5 years | 40.79 | 42.03 | 97% |
| Returns for 10 years | 36.54 | 128.50 | 28% |
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