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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$26.60
Change-$0.69 (-2.53%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
VSCOX vs VSCPX Comparison Chart
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VSCOX vs. VSCPX commentary
Feb 23, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. VSCOX (1.58B). 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 : 11.26 vs. VSCOX (7.73). VSCPX return over 5 years is better than : 44.50 vs. VSCOX (25.35).
| 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 | -0.188 | -0.301 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 161B | 1% |
| Annual Yield % from dividends | 0.25 | 1.44 | 18% |
| Returns for 1 year | 7.73 | 11.26 | 69% |
| Returns for 3 years | 12.21 | 18.87 | 65% |
| Returns for 5 years | 25.35 | 44.50 | 57% |
| Returns for 10 years | 10.27 | 105.88 | 10% |
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