Ad is loading...
VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$28.04
Change-$0.36 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$347.35
Change-$3.96 (-1.13%)
VolumeN/A
CapitalizationN/A
VSCOX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCOX vs. VSCPX commentary
Dec 18, 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 VSCOX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. VSCOX (1.68B). 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 : 19.60 vs. VSCOX (17.10). VSCPX return over 5 years is better than : 54.01 vs. VSCOX (36.31).
| 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 | 14.965 | 18.058 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 167B | 1% |
| Annual Yield % from dividends | 0.25 | 1.44 | 18% |
| Returns for 1 year | 17.10 | 19.60 | 87% |
| Returns for 3 years | 8.94 | 15.81 | 57% |
| Returns for 5 years | 36.31 | 54.01 | 67% |
| Returns for 10 years | 18.91 | 125.14 | 15% |