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JSCSX vs VSMAX
JSCSX vs VSMAX Comparison
Open Charts JSCSX vs VSMAX
JPMorgan US Small Company I
Price$20.00
Change-$0.26 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JSCSX vs VSMAX Comparison Chart
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JSCSX vs. VSMAX commentary
Nov 17, 2024
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 JSCSX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. JSCSX (1.05B). VSMAX pays higher dividends than JSCSX: VSMAX (1.42) vs JSCSX (0.36). JSCSX was incepted earlier than VSMAX: JSCSX (23 years) vs VSMAX (24 years). JSCSX is a more actively managed with annual turnover of: 83.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than JSCSX: VSMAX (3000) vs JSCSX (1000000). VSMAX (30.28) and JSCSX (29.29) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. JSCSX (17.80).
| JSCSX | VSMAX | JSCSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.943 | 15.803 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 151B | 1% |
| Annual Yield % from dividends | 0.36 | 1.42 | 25% |
| Returns for 1 year | 29.29 | 30.28 | 97% |
| Returns for 3 years | -22.74 | 4.74 | -480% |
| Returns for 5 years | 17.80 | 55.62 | 32% |
| Returns for 10 years | 23.81 | 123.30 | 19% |