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JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$33.44
Change-$1.41 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
JDSCX vs VSCPX Comparison Chart
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JDSCX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. JDSCX (1.66B). 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 (17.80) and JDSCX (17.40) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.26 vs. JDSCX (40.79).
| 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 | 15.283 | 18.058 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 167B | 1% |
| Annual Yield % from dividends | 0.33 | 1.44 | 23% |
| Returns for 1 year | 17.40 | 17.80 | 98% |
| Returns for 3 years | 10.05 | 15.81 | 64% |
| Returns for 5 years | 40.79 | 53.26 | 77% |
| Returns for 10 years | 36.54 | 125.14 | 29% |