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JSCHX vs VSGAX
JSCHX vs VSGAX Comparison
Open Charts JSCHX vs VSGAX
JPMorgan Small Cap Blend R6
Price$33.65
Change-$1.42 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
JSCHX vs VSGAX Comparison Chart
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JSCHX vs. VSGAX commentary
Dec 19, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. JSCHX (1.66B). 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 : 24.05 vs. JSCHX (17.69). VSGAX return over 5 years is better than : 49.70 vs. JSCHX (42.26).
| 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 | 15.552 | 22.062 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 40.7B | 4% |
| Annual Yield % from dividends | 0.53 | 0.66 | 81% |
| Returns for 1 year | 17.69 | 24.05 | 74% |
| Returns for 3 years | 10.63 | 8.33 | 128% |
| Returns for 5 years | 42.26 | 49.70 | 85% |
| Returns for 10 years | N/A | 140.15 | - |
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