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VSCOX vs VSMAX
VSCOX vs VSMAX Comparison
Open Charts VSCOX vs VSMAX
JPMorgan Small Cap Blend A
Price$26.54
Change-$0.34 (-1.26%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index Admiral Shares
Price$118.30
Change-$1.46 (-1.22%)
VolumeN/A
Net Assets154.18B
VSCOX vs VSMAX Comparison Chart in %
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VSCOX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. VSCOX (1.53B). VSMAX pays higher dividends than VSCOX: VSMAX (1.37) vs VSCOX (0.95). VSCOX was incepted earlier than VSMAX: VSCOX (28 years) vs VSMAX (25 years). VSCOX (1.27) is less costly to investors than VSMAX (0.05). VSCOX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). VSCOX has a lower initial minimum investment than VSMAX: VSCOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 10.89 vs. VSCOX (4.21). VSMAX return over 5 years is better than : 57.23 vs. VSCOX (27.15).
| VSCOX | VSMAX | VSCOX / VSMAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -1.201 | 2.195 | -55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 154B | 1% |
| Annual Yield % from dividends | 0.95 | 1.37 | 70% |
| Returns for 1 year | 4.21 | 10.89 | 39% |
| Returns for 3 years | 9.16 | 20.71 | 44% |
| Returns for 5 years | 27.15 | 57.23 | 47% |
| Returns for 10 years | 5.40 | 113.08 | 5% |