Interact to see
Advertisement
Advertisement
JSCHX vs VSCIX
JSCHX vs VSCIX Comparison
Open Charts JSCHX vs VSCIX
JPMorgan Small Cap Blend R6
Price$33.06
Change-$0.18 (-0.54%)
VolumeN/A
Net Assets1.5B
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JSCHX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. VSCIX commentary
Aug 18, 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 JSCHX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. JSCHX (1.5B). VSCIX pays higher dividends than JSCHX: VSCIX (1.38) vs JSCHX (1.15). JSCHX was incepted earlier than VSCIX: JSCHX (7 years) vs VSCIX (28 years). JSCHX (0.77) is less costly to investors than VSCIX (0.04). JSCHX is a more actively managed with annual turnover of: 39.00 vs. VSCIX (13.00). VSCIX has a lower initial minimum investment than JSCHX: VSCIX (5000000) vs JSCHX (15000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. JSCHX (3.15). VSCIX return over 5 years is better than : 57.74 vs. JSCHX (33.00).
| JSCHX | VSCIX | JSCHX / VSCIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | -0.631 | 2.527 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 154B | 1% |
| Annual Yield % from dividends | 1.15 | 1.38 | 83% |
| Returns for 1 year | 3.15 | 9.18 | 34% |
| Returns for 3 years | 10.46 | 20.49 | 51% |
| Returns for 5 years | 33.00 | 57.74 | 57% |
| Returns for 10 years | N/A | 113.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement