Interact to see
Advertisement
Advertisement
JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$31.28
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Growth Index I
Price$76.01
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets34.95B
JSCHX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. VSGIX commentary
Jun 23, 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: 35B vs. JSCHX (1.44B). JSCHX pays higher dividends than VSGIX: JSCHX (1.21) vs VSGIX (0.58). 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 (21.00). 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 : 9.43 vs. JSCHX (1.90). JSCHX return over 5 years is better than : 39.67 vs. VSGIX (36.84).
| 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 | -5.981 | -3.538 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 35B | 4% |
| Annual Yield % from dividends | 1.21 | 0.58 | 209% |
| Returns for 1 year | 1.90 | 9.43 | 20% |
| Returns for 3 years | 25.35 | 39.79 | 64% |
| Returns for 5 years | 39.67 | 36.84 | 108% |
| Returns for 10 years | N/A | 100.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement