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JSCHX vs VSCIX
JSCHX vs VSCIX Comparison
Open Charts JSCHX vs VSCIX
JPMorgan Small Cap Blend R6
Price$33.20
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSCHX vs VSCIX Comparison Chart in %
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JSCHX vs. VSCIX 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 JSCHX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JSCHX (1.53B). VSCIX pays higher dividends than JSCHX: VSCIX (1.41) vs JSCHX (1.16). 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 : 12.26 vs. JSCHX (6.95). VSCIX return over 5 years is better than : 69.54 vs. JSCHX (47.34).
| 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 | -0.210 | 1.448 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 148B | 1% |
| Annual Yield % from dividends | 1.16 | 1.41 | 82% |
| Returns for 1 year | 6.95 | 12.26 | 57% |
| Returns for 3 years | 28.78 | 37.94 | 76% |
| Returns for 5 years | 47.34 | 69.54 | 68% |
| Returns for 10 years | N/A | 109.37 | - |
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