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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$24.52
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.41B
Vanguard Small Cap Index InstlPlus
Price$312.32
Change-$1.17 (-0.37%)
VolumeN/A
Net Assets139.54B
VSCOX vs VSCPX Comparison Chart
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VSCOX vs. VSCPX commentary
May 25, 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: 140B vs. VSCOX (1.41B). VSCPX pays higher dividends than VSCOX: VSCPX (1.58) vs VSCOX (1.04). VSCOX was incepted earlier than VSCPX: VSCOX (28 years) vs VSCPX (14 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 : 2.82 vs. VSCOX (-0.81). VSCPX return over 5 years is better than : 66.81 vs. VSCOX (38.05).
| 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 | 14 years | - |
| Gain YTD | -7.617 | -5.942 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 140B | 1% |
| Annual Yield % from dividends | 1.04 | 1.58 | 66% |
| Returns for 1 year | -0.81 | 2.82 | -29% |
| Returns for 3 years | 16.38 | 23.68 | 69% |
| Returns for 5 years | 38.05 | 66.81 | 57% |
| Returns for 10 years | -0.62 | 92.46 | -1% |