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JDSCX vs VSMAX
JDSCX vs VSMAX Comparison
Open Charts JDSCX vs VSMAX
JPMorgan Small Cap Blend I
Price$34.02
Change+$0.48 (+1.43%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Index Admiral Shares
Price$121.61
Change+$1.46 (+1.22%)
VolumeN/A
Net Assets154.18B
JDSCX vs VSMAX Comparison Chart in %
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JDSCX vs. VSMAX commentary
Sep 05, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JDSCX (1.53B). VSMAX pays higher dividends than JDSCX: VSMAX (1.31) vs JDSCX (0.87). JDSCX was incepted earlier than VSMAX: JDSCX (26 years) vs VSMAX (25 years). JDSCX (1.02) is less costly to investors than VSMAX (0.05). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JDSCX: VSMAX (3000) vs JDSCX (1000000). VSMAX annual gain was more profitable for investors over the last year : 10.90 vs. JDSCX (4.43). VSMAX return over 5 years is better than : 63.64 vs. JDSCX (37.07).
| JDSCX | VSMAX | JDSCX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 1.207 | 4.509 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 154B | 1% |
| Annual Yield % from dividends | 0.87 | 1.31 | 66% |
| Returns for 1 year | 4.43 | 10.90 | 41% |
| Returns for 3 years | 24.06 | 35.78 | 67% |
| Returns for 5 years | 37.07 | 63.64 | 58% |
| Returns for 10 years | 34.13 | 133.83 | 26% |
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