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JSCHX vs VSGAX
JSCHX vs VSGAX Comparison
Open Charts JSCHX vs VSGAX
JPMorgan Small Cap Blend R6
Price$33.24
Change-$0.85 (-2.49%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
JSCHX vs VSGAX Comparison Chart
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JSCHX vs. VSGAX commentary
Feb 23, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. JSCHX (1.58B). VSGAX pays higher dividends than JSCHX: VSGAX (0.66) vs JSCHX (0.53). JSCHX was incepted earlier than VSGAX: JSCHX (7 years) vs VSGAX (13 years). JSCHX is a more actively managed with annual turnover of: 37.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than JSCHX: VSGAX (3000) vs JSCHX (15000000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. JSCHX (8.29). VSGAX return over 5 years is better than : 35.62 vs. JSCHX (30.84).
| JSCHX | VSGAX | JSCHX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -0.090 | -0.325 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 39.6B | 4% |
| Annual Yield % from dividends | 0.53 | 0.66 | 81% |
| Returns for 1 year | 8.29 | 12.95 | 64% |
| Returns for 3 years | 13.94 | 19.38 | 72% |
| Returns for 5 years | 30.84 | 35.62 | 87% |
| Returns for 10 years | N/A | 116.34 | - |
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