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JSCHX vs VSGAX
JSCHX vs VSGAX Comparison
Open Charts JSCHX vs VSGAX
JPMorgan Small Cap Blend R6
Price$34.39
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
JSCHX vs VSGAX Comparison Chart
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JSCHX vs. VSGAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JSCHX (1.64B). 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 : 25.00 vs. JSCHX (19.14). VSGAX return over 5 years is better than : 41.96 vs. JSCHX (36.21).
| 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 | 3.366 | 3.586 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 38.1B | 4% |
| Annual Yield % from dividends | 0.53 | 0.66 | 81% |
| Returns for 1 year | 19.14 | 25.00 | 77% |
| Returns for 3 years | 11.71 | 16.69 | 70% |
| Returns for 5 years | 36.21 | 41.96 | 86% |
| Returns for 10 years | N/A | 139.82 | - |