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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$34.39
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
JSCHX vs VSGIX Comparison Chart
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JSCHX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. JSCHX (1.64B). VSGIX pays higher dividends than JSCHX: VSGIX (0.67) vs JSCHX (0.53). JSCHX was incepted earlier than VSGIX: JSCHX (7 years) vs VSGIX (25 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). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. JSCHX (19.14). VSGIX return over 5 years is better than : 41.97 vs. JSCHX (36.21).
| JSCHX | VSGIX | JSCHX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 3.366 | 3.577 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 38.1B | 4% |
| Annual Yield % from dividends | 0.53 | 0.67 | 80% |
| Returns for 1 year | 19.14 | 25.00 | 77% |
| Returns for 3 years | 11.71 | 16.70 | 70% |
| Returns for 5 years | 36.21 | 41.97 | 86% |
| Returns for 10 years | N/A | 139.86 | - |