Ad is loading...
Ad is loading...
JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$34.40
Change-$0.50 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
JDSCX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSCX vs. VSGIX commentary
Nov 18, 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 Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B 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 : 32.38 vs. JDSCX (27.95). VSGIX return over 5 years is better than : 47.68 vs. JDSCX (40.11).
| 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 | 13.794 | 16.261 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 35.8B | 5% |
| Annual Yield % from dividends | 0.33 | 0.67 | 49% |
| Returns for 1 year | 27.95 | 32.38 | 86% |
| Returns for 3 years | -6.10 | -6.64 | 92% |
| Returns for 5 years | 40.11 | 47.68 | 84% |
| Returns for 10 years | 28.39 | 131.66 | 22% |