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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$33.44
Change-$1.41 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. JDSCX (1.66B). VSGIX pays higher dividends than JDSCX: VSGIX (0.67) vs JDSCX (0.33). JDSCX was incepted earlier than VSGIX: JDSCX (26 years) vs VSGIX (25 years). JDSCX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (19.00). JDSCX has a lower initial minimum investment than VSGIX: JDSCX (1000000) vs VSGIX (5000000). JDSCX (17.40) and VSGIX (16.58) have marching annual gain over last year. VSGIX (42.32) and JDSCX (40.79) have equivalent 5 years return.
| JDSCX | VSGIX | JDSCX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 15.283 | 16.658 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 40.7B | 4% |
| Annual Yield % from dividends | 0.33 | 0.67 | 49% |
| Returns for 1 year | 17.40 | 16.58 | 105% |
| Returns for 3 years | 10.05 | 3.54 | 284% |
| Returns for 5 years | 40.79 | 42.32 | 96% |
| Returns for 10 years | 36.54 | 129.61 | 28% |
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