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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$28.86
Change+$0.40 (+1.41%)
VolumeN/A
Net Assets1.34B
Vanguard Small Cap Growth Index I
Price$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JDSCX (1.34B). JDSCX pays higher dividends than VSGIX: JDSCX (0.97) vs VSGIX (0.61). 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 (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 : -3.28 vs. JDSCX (-6.63). JDSCX return over 5 years is better than : 44.90 vs. VSGIX (42.37).
| 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 | -14.122 | -15.645 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 33.7B | 4% |
| Annual Yield % from dividends | 0.97 | 0.61 | 159% |
| Returns for 1 year | -6.63 | -3.28 | 202% |
| Returns for 3 years | -0.27 | 3.51 | -8% |
| Returns for 5 years | 44.90 | 42.37 | 106% |
| Returns for 10 years | 4.57 | 78.47 | 6% |
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