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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$26.54
Change-$0.34 (-1.26%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index InstlPlus
Price$341.45
Change-$4.23 (-1.22%)
VolumeN/A
Net Assets154.18B
VSCOX vs VSCPX Comparison Chart in %
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VSCOX vs. VSCPX commentary
Aug 15, 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. VSCOX (1.53B). VSCPX pays higher dividends than VSCOX: VSCPX (1.39) vs VSCOX (0.95). 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 : 13.20 vs. VSCOX (4.21). VSCPX return over 5 years is better than : 60.30 vs. VSCOX (27.15).
| 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 | -1.201 | 4.182 | -29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 154B | 1% |
| Annual Yield % from dividends | 0.95 | 1.39 | 69% |
| Returns for 1 year | 4.21 | 13.20 | 32% |
| Returns for 3 years | 9.16 | 22.87 | 40% |
| Returns for 5 years | 27.15 | 60.30 | 45% |
| Returns for 10 years | 5.40 | 115.29 | 5% |
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