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JDSCX vs VSCPX
JDSCX vs VSCPX Comparison
Open Charts JDSCX vs VSCPX
JPMorgan Small Cap Blend I
Price$33.03
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
JDSCX vs VSCPX Comparison Chart in %
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JDSCX vs. VSCPX commentary
Jul 07, 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 JDSCX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JDSCX (1.53B). VSCPX pays higher dividends than JDSCX: VSCPX (1.42) vs JDSCX (0.91). JDSCX was incepted earlier than VSCPX: JDSCX (26 years) vs VSCPX (15 years). JDSCX (1.02) is less costly to investors than VSCPX (0.03). JDSCX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). JDSCX has a lower initial minimum investment than VSCPX: JDSCX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. JDSCX (6.70). VSCPX return over 5 years is better than : 69.56 vs. JDSCX (45.85).
| JDSCX | VSCPX | JDSCX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.02 | 0.03 | 3,400% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | -0.332 | 1.452 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 148B | 1% |
| Annual Yield % from dividends | 0.91 | 1.42 | 64% |
| Returns for 1 year | 6.70 | 12.26 | 55% |
| Returns for 3 years | 28.17 | 37.96 | 74% |
| Returns for 5 years | 45.85 | 69.56 | 66% |
| Returns for 10 years | 19.50 | 109.40 | 18% |