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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.45B
Vanguard Small Cap Growth Index I
Price$71.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.81B
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX commentary
Mar 12, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. JDSCX (1.45B). JDSCX pays higher dividends than VSGIX: JDSCX (0.90) vs VSGIX (0.56). 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 : -0.63 vs. JDSCX (-0.86). VSGIX return over 5 years is better than : 75.85 vs. JDSCX (59.38).
| 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 | -5.492 | -9.844 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 36.8B | 4% |
| Annual Yield % from dividends | 0.90 | 0.56 | 160% |
| Returns for 1 year | -0.86 | -0.63 | 136% |
| Returns for 3 years | 8.29 | 10.14 | 82% |
| Returns for 5 years | 59.38 | 75.85 | 78% |
| Returns for 10 years | 18.68 | 96.68 | 19% |