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JSCHX vs VSCPX
JSCHX vs VSCPX Comparison
Open Charts JSCHX vs VSCPX
JPMorgan Small Cap Blend R6
Price$34.09
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index InstlPlus
Price$353.56
Change-$3.58 (-1.00%)
VolumeN/A
Net Assets162.36B
JSCHX vs VSCPX Comparison Chart in %
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JSCHX vs. VSCPX commentary
Oct 09, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JSCHX (1.55B). VSCPX pays higher dividends than JSCHX: VSCPX (1.36) vs JSCHX (1.09). JSCHX was incepted earlier than VSCPX: JSCHX (7 years) vs VSCPX (15 years). JSCHX (0.77) is less costly to investors than VSCPX (0.03). JSCHX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). JSCHX has a lower initial minimum investment than VSCPX: JSCHX (15000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 10.45 vs. JSCHX (5.79). VSCPX return over 5 years is better than : 59.17 vs. JSCHX (34.21).
| JSCHX | VSCPX | JSCHX / VSCPX | |
| Total Expense Ratio | 0.74 | 0.03 | 2,467% |
| Annual Report Gross Expense Ratio | 0.77 | 0.03 | 2,567% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 3.547 | 7.712 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 162B | 1% |
| Annual Yield % from dividends | 1.09 | 1.36 | 80% |
| Returns for 1 year | 5.79 | 10.45 | 55% |
| Returns for 3 years | 33.68 | 48.69 | 69% |
| Returns for 5 years | 34.21 | 59.17 | 58% |
| Returns for 10 years | N/A | 134.54 | - |
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