Interact to see
Advertisement
Advertisement
JSCHX vs VSCIX
JSCHX vs VSCIX Comparison
Open Charts JSCHX vs VSCIX
JPMorgan Small Cap Blend R6
Price$34.23
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index I
Price$121.48
Change+$0.29 (+0.24%)
VolumeN/A
Net Assets154.18B
JSCHX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. VSCIX commentary
Aug 29, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. JSCHX (1.53B). VSCIX pays higher dividends than JSCHX: VSCIX (1.38) vs JSCHX (1.15). JSCHX was incepted earlier than VSCIX: JSCHX (7 years) vs VSCIX (28 years). JSCHX (0.77) is less costly to investors than VSCIX (0.04). JSCHX is a more actively managed with annual turnover of: 39.00 vs. VSCIX (13.00). VSCIX has a lower initial minimum investment than JSCHX: VSCIX (5000000) vs JSCHX (15000000). VSCIX annual gain was more profitable for investors over the last year : 10.03 vs. JSCHX (4.32). VSCIX return over 5 years is better than : 60.83 vs. JSCHX (36.46).
| JSCHX | VSCIX | JSCHX / VSCIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 2.795 | 5.424 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 154B | 1% |
| Annual Yield % from dividends | 1.15 | 1.38 | 83% |
| Returns for 1 year | 4.32 | 10.03 | 43% |
| Returns for 3 years | 21.79 | 32.28 | 68% |
| Returns for 5 years | 36.46 | 60.83 | 60% |
| Returns for 10 years | N/A | 130.99 | - |