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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$35.54
Change-$0.21 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$81.39
Change-$0.48 (-0.59%)
VolumeN/A
CapitalizationN/A
JSCHX vs VSGIX Comparison Chart
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JSCHX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. JSCHX (1.69B). VSGIX pays higher dividends than JSCHX: VSGIX (0.67) vs JSCHX (0.53). JSCHX was incepted earlier than VSGIX: JSCHX (6 years) vs VSGIX (24 years). JSCHX is a more actively managed with annual turnover of: 37.00 vs. VSGIX (19.00). VSGIX has a lower initial minimum investment than JSCHX: VSGIX (5000000) vs JSCHX (15000000). JSCHX annual gain was more profitable for investors over the last year : 37.55 vs. VSGIX (35.14). VSGIX return over 5 years is better than : 52.24 vs. JSCHX (47.16).
| JSCHX | VSGIX | JSCHX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 17.792 | 19.854 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 35.8B | 5% |
| Annual Yield % from dividends | 0.53 | 0.67 | 80% |
| Returns for 1 year | 37.55 | 35.14 | 107% |
| Returns for 3 years | -2.55 | -3.78 | 67% |
| Returns for 5 years | 47.16 | 52.24 | 90% |
| Returns for 10 years | N/A | 138.88 | - |
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