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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$27.46
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
VSCOX vs VSCPX Comparison Chart in %
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VSCOX vs. VSCPX commentary
Sep 07, 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 VSCOX is a Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. VSCOX (1.55B). VSCPX pays higher dividends than VSCOX: VSCPX (1.33) vs VSCOX (0.91). VSCOX was incepted earlier than VSCPX: VSCOX (28 years) vs VSCPX (15 years). VSCOX (1.27) is less costly to investors than VSCPX (0.03). VSCOX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). VSCOX has a lower initial minimum investment than VSCPX: VSCOX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.65 vs. VSCOX (6.97). VSCPX return over 5 years is better than : 66.83 vs. VSCOX (35.32).
| VSCOX | VSCPX | VSCOX / VSCPX | |
| Total Expense Ratio | 1.24 | 0.03 | 4,133% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 3.039 | 6.536 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 161B | 1% |
| Annual Yield % from dividends | 0.91 | 1.33 | 68% |
| Returns for 1 year | 6.97 | 13.65 | 51% |
| Returns for 3 years | 26.49 | 39.36 | 67% |
| Returns for 5 years | 35.32 | 66.83 | 53% |
| Returns for 10 years | 15.92 | 133.00 | 12% |
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