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JDSCX vs VSGIX
JDSCX vs VSGIX Comparison
Open Charts JDSCX vs VSGIX
JPMorgan Small Cap Blend I
Price$30.68
Change-$0.86 (-2.73%)
VolumeN/A
Net Assets1.46B
Vanguard Small Cap Growth Index I
Price$73.89
Change-$2.08 (-2.74%)
VolumeN/A
Net Assets32.98B
JDSCX vs VSGIX Comparison Chart
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JDSCX vs. VSGIX commentary
May 22, 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: 33B vs. JDSCX (1.46B). JDSCX pays higher dividends than VSGIX: JDSCX (0.99) 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 (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 : 5.83 vs. JDSCX (0.37). JDSCX return over 5 years is better than : 46.67 vs. VSGIX (44.30).
| 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 | -4.828 | -3.588 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 33B | 4% |
| Annual Yield % from dividends | 0.99 | 0.61 | 161% |
| Returns for 1 year | 0.37 | 5.83 | 6% |
| Returns for 3 years | 20.54 | 31.70 | 65% |
| Returns for 5 years | 46.67 | 44.30 | 105% |
| Returns for 10 years | 16.39 | 104.57 | 16% |
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