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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$29.54
Change+$0.55 (+1.90%)
VolumeN/A
Net Assets1.36B
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
JSCHX vs VSGIX Comparison Chart
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JSCHX vs. VSGIX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JSCHX (1.36B). JSCHX pays higher dividends than VSGIX: JSCHX (1.23) vs VSGIX (0.61). JSCHX was incepted earlier than VSGIX: JSCHX (7 years) vs VSGIX (25 years). JSCHX (0.77) is less costly to investors than VSGIX (0.06). JSCHX is a more actively managed with annual turnover of: 39.00 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 : -1.29 vs. JSCHX (-5.13). JSCHX return over 5 years is better than : 48.48 vs. VSGIX (45.11).
| JSCHX | VSGIX | JSCHX / VSGIX | |
| Total Expense Ratio | 0.74 | 0.06 | 1,233% |
| Annual Report Gross Expense Ratio | 0.77 | 0.06 | 1,283% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -12.864 | -14.020 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 33.7B | 4% |
| Annual Yield % from dividends | 1.23 | 0.61 | 202% |
| Returns for 1 year | -5.13 | -1.29 | 399% |
| Returns for 3 years | 0.66 | 4.10 | 16% |
| Returns for 5 years | 48.48 | 45.11 | 107% |
| Returns for 10 years | N/A | 83.98 | - |
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| FOF | 11.47 | 0.14 | +1.24% |
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| HAPS | 23.33 | N/A | N/A |
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