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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$32.29
Change-$0.69 (-2.09%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Growth Index I
Price$78.23
Change-$0.89 (-1.12%)
VolumeN/A
Net Assets36.92B
JDSCX vs VSGIX Comparison Chart in %
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JDSCX vs. VSGIX commentary
Jul 16, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. JDSCX (1.52B). JDSCX pays higher dividends than VSGIX: JDSCX (0.91) vs VSGIX (0.55). 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 : 7.79 vs. JDSCX (0.40). JDSCX return over 5 years is better than : 43.02 vs. VSGIX (38.56).
| 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 | -0.483 | 0.429 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 36.9B | 4% |
| Annual Yield % from dividends | 0.91 | 0.55 | 165% |
| Returns for 1 year | 0.40 | 7.79 | 5% |
| Returns for 3 years | 27.29 | 39.30 | 69% |
| Returns for 5 years | 43.02 | 38.56 | 112% |
| Returns for 10 years | 16.02 | 112.59 | 14% |
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