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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$34.59
Change+$0.38 (+1.11%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Growth Index I
Price$82.97
Change+$1.07 (+1.31%)
VolumeN/A
Net Assets38.1B
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. JDSCX (1.63B). 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). VSGIX annual gain was more profitable for investors over the last year : 24.25 vs. JDSCX (18.65). VSGIX return over 5 years is better than : 48.11 vs. JDSCX (41.37).
| 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 | 4.375 | 3.894 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 38.1B | 4% |
| Annual Yield % from dividends | 0.33 | 0.67 | 49% |
| Returns for 1 year | 18.65 | 24.25 | 77% |
| Returns for 3 years | 15.73 | 18.89 | 83% |
| Returns for 5 years | 41.37 | 48.11 | 86% |
| Returns for 10 years | 41.33 | 137.34 | 30% |
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