Interact to see
Advertisement
Advertisement
JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$30.68
Change-$0.86 (-2.73%)
VolumeN/A
Net Assets1.46B
Vanguard Small Cap Index InstlPlus
Price$313.69
Change-$8.88 (-2.75%)
VolumeN/A
Net Assets139.54B
JDSCX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSCX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. JDSCX (1.46B). VSCPX pays higher dividends than JDSCX: VSCPX (1.58) vs JDSCX (0.99). JDSCX was incepted earlier than VSCPX: JDSCX (26 years) vs VSCPX (14 years). JDSCX (1.02) is less costly to investors than VSCPX (0.03). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). JDSCX has a lower initial minimum investment than VSCPX: JDSCX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 3.92 vs. JDSCX (0.37). VSCPX return over 5 years is better than : 72.29 vs. JDSCX (46.67).
| JDSCX | VSCPX | JDSCX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.02 | 0.03 | 3,400% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -4.828 | -2.855 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 140B | 1% |
| Annual Yield % from dividends | 0.99 | 1.58 | 63% |
| Returns for 1 year | 0.37 | 3.92 | 10% |
| Returns for 3 years | 20.54 | 27.22 | 75% |
| Returns for 5 years | 46.67 | 72.29 | 65% |
| Returns for 10 years | 16.39 | 96.72 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement