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JDSCX vs VSGAX
JDSCX vs VSGAX Comparison
Open Charts JDSCX vs VSGAX
JPMorgan Small Cap Blend I
Price$30.41
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets1.42B
Vanguard Small Cap Growth Index Admiral
Price$90.37
Change-$0.18 (-0.20%)
VolumeN/A
Net Assets32.98B
JDSCX vs VSGAX Comparison Chart
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JDSCX vs. VSGAX commentary
May 11, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. JDSCX (1.42B). JDSCX pays higher dividends than VSGAX: JDSCX (0.99) vs VSGAX (0.60). JDSCX was incepted earlier than VSGAX: JDSCX (26 years) vs VSGAX (14 years). JDSCX (1.02) is less costly to investors than VSGAX (0.07). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than JDSCX: VSGAX (3000) vs JDSCX (1000000). VSGAX annual gain was more profitable for investors over the last year : 2.10 vs. JDSCX (-2.48). JDSCX return over 5 years is better than : 43.99 vs. VSGAX (41.72).
| JDSCX | VSGAX | JDSCX / VSGAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -8.238 | -8.151 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 33B | 4% |
| Annual Yield % from dividends | 0.99 | 0.60 | 164% |
| Returns for 1 year | -2.48 | 2.10 | -118% |
| Returns for 3 years | 17.42 | 28.11 | 62% |
| Returns for 5 years | 43.99 | 41.72 | 105% |
| Returns for 10 years | 14.80 | 98.56 | 15% |
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