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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$33.60
Change-$0.31 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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JSCHX vs VSGIX Comparison Chart
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JSCHX vs. VSGIX commentary
Sep 21, 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 StrongSell and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. JSCHX (1.59B). 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 : 20.47 vs. VSGIX (19.45). JSCHX (41.48) and VSGIX (41.39) have equivalent 5 years return.
| 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 | 9.720 | 8.792 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 35.3B | 4% |
| Annual Yield % from dividends | 0.53 | 0.67 | 80% |
| Returns for 1 year | 20.47 | 19.45 | 105% |
| Returns for 3 years | -1.69 | -9.39 | 18% |
| Returns for 5 years | 41.48 | 41.39 | 100% |
| Returns for 10 years | N/A | 118.44 | - |
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