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JSCHX vs VISGX
JSCHX vs VISGX Comparison
Open Charts JSCHX vs VISGX
JPMorgan Small Cap Blend R6
Price$33.65
Change-$1.42 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
JSCHX vs VISGX Comparison Chart
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JSCHX vs. VISGX commentary
Dec 19, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. JSCHX (1.66B). 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 : 24.00 vs. JSCHX (17.69). VISGX return over 5 years is better than : 49.43 vs. JSCHX (42.26).
| 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 | 15.552 | 21.973 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 40.7B | 4% |
| Annual Yield % from dividends | 0.53 | 0.55 | 97% |
| Returns for 1 year | 17.69 | 24.00 | 74% |
| Returns for 3 years | 10.63 | 8.20 | 130% |
| Returns for 5 years | 42.26 | 49.43 | 85% |
| Returns for 10 years | N/A | 139.07 | - |
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