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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$23.15
Change-$1.67 (-6.73%)
VolumeN/A
Net Assets1.47B
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
VSCOX vs VSCPX Comparison Chart
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VSCOX vs. VSCPX commentary
Apr 04, 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: 153B vs. VSCOX (1.47B). VSCPX pays higher dividends than VSCOX: VSCPX (1.54) vs VSCOX (1.02). 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 (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 : 1.20 vs. VSCOX (-1.96). VSCPX return over 5 years is better than : 116.00 vs. VSCOX (76.50).
| 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 | -6.867 | -5.825 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 153B | 1% |
| Annual Yield % from dividends | 1.02 | 1.54 | 66% |
| Returns for 1 year | -1.96 | 1.20 | -162% |
| Returns for 3 years | 0.64 | 6.53 | 10% |
| Returns for 5 years | 76.50 | 116.00 | 66% |
| Returns for 10 years | 0.46 | 91.20 | 1% |
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