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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$31.05
Change-$0.59 (-1.86%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX commentary
Jun 15, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JDSCX (1.44B). JDSCX pays higher dividends than VSGIX: JDSCX (0.95) vs VSGIX (0.58). JDSCX was incepted earlier than VSGIX: JDSCX (26 years) vs VSGIX (25 years). JDSCX (1.02) is less costly to investors than VSGIX (0.06). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VSGIX (21.00). JDSCX has a lower initial minimum investment than VSGIX: JDSCX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.16 vs. JDSCX (0.82). JDSCX (41.23) and VSGIX (40.60) have equivalent 5 years return.
| JDSCX | VSGIX | JDSCX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.02 | 0.06 | 1,700% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -6.307 | -4.502 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 35B | 4% |
| Annual Yield % from dividends | 0.95 | 0.58 | 164% |
| Returns for 1 year | 0.82 | 7.16 | 11% |
| Returns for 3 years | 23.66 | 38.64 | 61% |
| Returns for 5 years | 41.23 | 40.60 | 102% |
| Returns for 10 years | 10.88 | 101.47 | 11% |
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