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JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$28.86
Change+$0.40 (+1.41%)
VolumeN/A
Net Assets1.34B
Vanguard Small Cap Index InstlPlus
Price$291.42
Change+$4.28 (+1.49%)
VolumeN/A
Net Assets143.36B
JDSCX vs VSCPX Comparison Chart
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JDSCX vs. VSCPX commentary
Apr 24, 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: 143B vs. JDSCX (1.34B). VSCPX pays higher dividends than JDSCX: VSCPX (1.54) vs JDSCX (0.97). 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 (12.00). 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 : -3.84 vs. JDSCX (-6.63). VSCPX return over 5 years is better than : 69.29 vs. JDSCX (44.90).
| 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 | -14.122 | -13.525 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 143B | 1% |
| Annual Yield % from dividends | 0.97 | 1.54 | 63% |
| Returns for 1 year | -6.63 | -3.84 | 173% |
| Returns for 3 years | -0.27 | 3.88 | -7% |
| Returns for 5 years | 44.90 | 69.29 | 65% |
| Returns for 10 years | 4.57 | 74.88 | 6% |
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