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JSCHX vs VSGAX
JSCHX vs VSGAX Comparison
Open Charts JSCHX vs VSGAX
JPMorgan Small Cap Blend R6
Price$35.54
Change-$0.21 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$101.63
Change-$0.60 (-0.59%)
VolumeN/A
CapitalizationN/A
JSCHX vs VSGAX Comparison Chart
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JSCHX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. JSCHX (1.69B). VSGAX pays higher dividends than JSCHX: VSGAX (0.66) vs JSCHX (0.53). JSCHX was incepted earlier than VSGAX: JSCHX (6 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 : 42.23 vs. JSCHX (37.55). VSGAX return over 5 years is better than : 54.54 vs. JSCHX (47.16).
| JSCHX | VSGAX | JSCHX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 17.792 | 20.564 | 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 | 0.66 | 81% |
| Returns for 1 year | 37.55 | 42.23 | 89% |
| Returns for 3 years | -2.55 | -3.22 | 79% |
| Returns for 5 years | 47.16 | 54.54 | 86% |
| Returns for 10 years | N/A | 140.23 | - |