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JSCHX vs VSGAX
JSCHX vs VSGAX Comparison
Open Charts JSCHX vs VSGAX
JPMorgan Small Cap Blend R6
Price$31.02
Change+$0.51 (+1.67%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Growth Index Admiral
Price$90.42
Change+$1.51 (+1.70%)
VolumeN/A
Net Assets36.81B
JSCHX vs VSGAX Comparison Chart
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JSCHX vs. VSGAX commentary
Apr 03, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. JSCHX (1.44B). JSCHX pays higher dividends than VSGAX: JSCHX (1.23) vs VSGAX (0.60). JSCHX was incepted earlier than VSGAX: JSCHX (7 years) vs VSGAX (14 years). JSCHX (0.77) is less costly to investors than VSGAX (0.07). JSCHX is a more actively managed with annual turnover of: 39.00 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 : -0.19 vs. JSCHX (-2.95). VSGAX (82.20) and JSCHX (81.19) have equivalent 5 years return.
| JSCHX | VSGAX | JSCHX / VSGAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.77 | 0.07 | 1,100% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -8.296 | -9.635 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 36.8B | 4% |
| Annual Yield % from dividends | 1.23 | 0.60 | 206% |
| Returns for 1 year | -2.95 | -0.19 | 1,528% |
| Returns for 3 years | 0.75 | 1.38 | 54% |
| Returns for 5 years | 81.19 | 82.20 | 99% |
| Returns for 10 years | N/A | 93.99 | - |
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