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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$27.54
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
VSCOX vs VSCPX Comparison Chart
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VSCOX vs. VSCPX commentary
Jan 19, 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: 155B vs. VSCOX (1.64B). VSCPX pays higher dividends than VSCOX: VSCPX (1.44) vs VSCOX (0.25). VSCOX was incepted earlier than VSCPX: VSCOX (28 years) vs VSCPX (14 years). VSCOX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (12.00). 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 : 21.27 vs. VSCOX (18.53). VSCPX return over 5 years is better than : 49.02 vs. VSCOX (30.56).
| VSCOX | VSCPX | VSCOX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 3.340 | 3.376 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 155B | 1% |
| Annual Yield % from dividends | 0.25 | 1.44 | 18% |
| Returns for 1 year | 18.53 | 21.27 | 87% |
| Returns for 3 years | 10.03 | 17.26 | 58% |
| Returns for 5 years | 30.56 | 49.02 | 62% |
| Returns for 10 years | 22.27 | 127.24 | 17% |