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JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$32.47
Change-$0.68 (-2.05%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Growth Index I
Price$78.23
Change-$0.89 (-1.12%)
VolumeN/A
Net Assets36.92B
JSCHX vs VSGIX Comparison Chart in %
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JSCHX vs. VSGIX commentary
Jul 16, 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: 36.9B vs. JSCHX (1.52B). JSCHX pays higher dividends than VSGIX: JSCHX (1.16) vs VSGIX (0.55). 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 : 7.79 vs. JSCHX (0.64). JSCHX return over 5 years is better than : 44.49 vs. VSGIX (38.56).
| 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 | -0.361 | 0.429 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 36.9B | 4% |
| Annual Yield % from dividends | 1.16 | 0.55 | 209% |
| Returns for 1 year | 0.64 | 7.79 | 8% |
| Returns for 3 years | 27.90 | 39.30 | 71% |
| Returns for 5 years | 44.49 | 38.56 | 115% |
| Returns for 10 years | N/A | 112.59 | - |
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