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JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$34.40
Change-$0.50 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
JDSCX vs VSCPX Comparison Chart
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JDSCX vs. VSCPX commentary
Nov 18, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. JDSCX (1.63B). VSCPX pays higher dividends than JDSCX: VSCPX (1.44) vs JDSCX (0.33). JDSCX was incepted earlier than VSCPX: JDSCX (26 years) vs VSCPX (14 years). JDSCX is a more actively managed with annual turnover of: 37.00 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 : 30.29 vs. JDSCX (27.95). VSCPX return over 5 years is better than : 55.66 vs. JDSCX (40.11).
| JDSCX | VSCPX | JDSCX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 13.794 | 15.805 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 151B | 1% |
| Annual Yield % from dividends | 0.33 | 1.44 | 23% |
| Returns for 1 year | 27.95 | 30.29 | 92% |
| Returns for 3 years | -6.10 | 4.74 | -129% |
| Returns for 5 years | 40.11 | 55.66 | 72% |
| Returns for 10 years | 28.39 | 123.43 | 23% |
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