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JDSCX vs VSGAX
JDSCX vs VSGAX Comparison
Open Charts JDSCX vs VSGAX
JPMorgan Small Cap Blend I
Price$33.41
Change-$0.31 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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JDSCX vs VSGAX Comparison Chart
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JDSCX vs. VSGAX commentary
Sep 21, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. JDSCX (1.59B). VSGAX pays higher dividends than JDSCX: VSGAX (0.66) vs JDSCX (0.33). JDSCX was incepted earlier than VSGAX: JDSCX (25 years) vs VSGAX (13 years). JDSCX is a more actively managed with annual turnover of: 37.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than JDSCX: VSGAX (3000) vs JDSCX (1000000). VSGAX (25.14) and JDSCX (24.22) have marching annual gain over last year. VSGAX (43.34) and JDSCX (41.27) have equivalent 5 years return.
| JDSCX | VSGAX | JDSCX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 10.519 | 10.313 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 35.3B | 4% |
| Annual Yield % from dividends | 0.33 | 0.66 | 50% |
| Returns for 1 year | 24.22 | 25.14 | 96% |
| Returns for 3 years | 0.45 | -6.71 | -7% |
| Returns for 5 years | 41.27 | 43.34 | 95% |
| Returns for 10 years | 30.34 | 126.96 | 24% |
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