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VSCOX vs VSMAX
VSCOX vs VSMAX Comparison
Open Charts VSCOX vs VSMAX
JPMorgan Small Cap Blend A
Price$26.64
Change+$0.71 (+2.74%)
VolumeN/A
Net Assets1.43B
Vanguard Small Cap Index Admiral Shares
Price$118.52
Change+$2.87 (+2.48%)
VolumeN/A
Net Assets161.58B
VSCOX vs VSMAX Comparison Chart in %
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VSCOX vs. VSMAX commentary
Nov 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. VSCOX (1.43B). VSMAX pays higher dividends than VSCOX: VSMAX (1.34) vs VSCOX (0.90). VSCOX was incepted earlier than VSMAX: VSCOX (29 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: 49.00 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 : -4.57 vs. VSCOX (-5.29). VSMAX return over 5 years is better than : 37.05 vs. VSCOX (13.64).
| 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 | 29 years | 25 years | - |
| Gain YTD | -0.038 | 0.664 | -6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 162B | 1% |
| Annual Yield % from dividends | 0.90 | 1.34 | 67% |
| Returns for 1 year | -5.29 | -4.57 | 116% |
| Returns for 3 years | 18.93 | 26.54 | 71% |
| Returns for 5 years | 13.64 | 37.05 | 37% |
| Returns for 10 years | 12.83 | 116.78 | 11% |
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