Ad is loading...
JSCHX vs VSGIX
JSCHX vs VSGIX Comparison
Open Charts JSCHX vs VSGIX
JPMorgan Small Cap Blend R6
Price$33.24
Change-$0.85 (-2.49%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JSCHX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. VSGIX commentary
Feb 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. JSCHX (1.58B). 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 : 12.96 vs. JSCHX (8.29). VSGIX return over 5 years is better than : 35.64 vs. JSCHX (30.84).
| 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 | -0.090 | -0.330 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 39.6B | 4% |
| Annual Yield % from dividends | 0.53 | 0.67 | 80% |
| Returns for 1 year | 8.29 | 12.96 | 64% |
| Returns for 3 years | 13.94 | 19.39 | 72% |
| Returns for 5 years | 30.84 | 35.64 | 87% |
| Returns for 10 years | N/A | 116.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...