Ad is loading...
JSCHX vs VISGX
JSCHX vs VISGX Comparison
Open Charts JSCHX vs VISGX
JPMorgan Small Cap Blend R6
Price$35.54
Change-$0.21 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$81.26
Change-$0.49 (-0.60%)
VolumeN/A
CapitalizationN/A
JSCHX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. VISGX commentary
Nov 14, 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 JSCHX is a Buy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35.8B vs. JSCHX (1.69B). VISGX (0.55) and JSCHX (0.53) have matching dividends . JSCHX was incepted earlier than VISGX: JSCHX (6 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 : 42.18 vs. JSCHX (37.55). VISGX return over 5 years is better than : 54.27 vs. JSCHX (47.16).
| JSCHX | VISGX | JSCHX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 17.792 | 20.499 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 35.8B | 5% |
| Annual Yield % from dividends | 0.53 | 0.55 | 97% |
| Returns for 1 year | 37.55 | 42.18 | 89% |
| Returns for 3 years | -2.55 | -3.33 | 77% |
| Returns for 5 years | 47.16 | 54.27 | 87% |
| Returns for 10 years | N/A | 139.14 | - |