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JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.45B
Vanguard Small Cap Index InstlPlus
Price$306.80
Change-$1.16 (-0.38%)
VolumeN/A
Net Assets153.45B
JDSCX vs VSCPX Comparison Chart
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JDSCX vs. VSCPX commentary
Mar 12, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. JDSCX (1.45B). VSCPX pays higher dividends than JDSCX: VSCPX (1.34) vs JDSCX (0.90). 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 : 0.75 vs. JDSCX (-0.86). VSCPX return over 5 years is better than : 98.07 vs. JDSCX (59.38).
| 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 | -5.492 | -7.344 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 153B | 1% |
| Annual Yield % from dividends | 0.90 | 1.34 | 67% |
| Returns for 1 year | -0.86 | 0.75 | -115% |
| Returns for 3 years | 8.29 | 11.47 | 72% |
| Returns for 5 years | 59.38 | 98.07 | 61% |
| Returns for 10 years | 18.68 | 93.17 | 20% |