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JSCHX vs VISGX
JSCHX vs VISGX Comparison
Open Charts JSCHX vs VISGX
JPMorgan Small Cap Blend R6
Price$34.39
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Growth Index I
Price$81.53
Change+$0.28 (+0.34%)
VolumeN/A
Net Assets38.1B
JSCHX vs VISGX Comparison Chart
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JSCHX vs. VISGX commentary
Jan 19, 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 JSCHX is a Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. JSCHX (1.64B). VISGX (0.55) and JSCHX (0.53) have matching dividends . JSCHX was incepted earlier than VISGX: JSCHX (7 years) vs VISGX (27 years). JSCHX is a more actively managed with annual turnover of: 37.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than JSCHX: VISGX (3000) vs JSCHX (15000000). VISGX annual gain was more profitable for investors over the last year : 24.93 vs. JSCHX (19.14). VISGX return over 5 years is better than : 41.67 vs. JSCHX (36.21).
| JSCHX | VISGX | JSCHX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 3.366 | 3.570 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 38.1B | 4% |
| Annual Yield % from dividends | 0.53 | 0.55 | 97% |
| Returns for 1 year | 19.14 | 24.93 | 77% |
| Returns for 3 years | 11.71 | 16.52 | 71% |
| Returns for 5 years | 36.21 | 41.67 | 87% |
| Returns for 10 years | N/A | 138.71 | - |
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