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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$31.02
Change+$0.51 (+1.67%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
JSCHX vs VSGIX Comparison Chart
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JSCHX vs. VSGIX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. JSCHX (1.44B). 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 : -0.19 vs. JSCHX (-2.95). VSGIX (82.19) and JSCHX (81.19) have equivalent 5 years return.
| 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 | -8.296 | -9.642 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 36.8B | 4% |
| Annual Yield % from dividends | 1.23 | 0.61 | 202% |
| Returns for 1 year | -2.95 | -0.19 | 1,547% |
| Returns for 3 years | 0.75 | 1.38 | 54% |
| Returns for 5 years | 81.19 | 82.19 | 99% |
| Returns for 10 years | N/A | 94.01 | - |
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