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JSCZX vs VSMAX
JSCZX vs VSMAX Comparison
Open Charts JSCZX vs VSMAX
JPMorgan US Small Company R2
Price$19.22
Change+$0.15 (+0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$121.31
Change+$0.96 (+0.80%)
VolumeN/A
CapitalizationN/A
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VS
VS
JSCZX vs VSMAX Comparison Chart
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JSCZX vs. VSMAX commentary
Nov 10, 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 JSCZX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. JSCZX (1.1B). VSMAX pays higher dividends than JSCZX: VSMAX (1.42) vs JSCZX (0.00). JSCZX was incepted earlier than VSMAX: JSCZX (13 years) vs VSMAX (24 years). JSCZX is a more actively managed with annual turnover of: 83.00 vs. VSMAX (12.00). JSCZX has a lower initial minimum investment than VSMAX: JSCZX (0) vs VSMAX (3000). JSCZX (41.22) and VSMAX (40.15) have marching annual gain over last year. VSMAX return over 5 years is better than : 60.84 vs. JSCZX (17.50).
| JSCZX | VSMAX | JSCZX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 19.751 | 19.000 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 41.22 | 40.15 | 103% |
| Returns for 3 years | -22.09 | 7.14 | -309% |
| Returns for 5 years | 17.50 | 60.84 | 29% |
| Returns for 10 years | 19.68 | 129.13 | 15% |
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