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JSCHX vs VSCPX
JSCHX vs VSCPX Comparison
Open Charts JSCHX vs VSCPX
JPMorgan Small Cap Blend R6
Price$31.21
Change-$0.59 (-1.86%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
JSCHX vs VSCPX Comparison Chart
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JSCHX vs. VSCPX commentary
Jun 16, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JSCHX (1.44B). VSCPX pays higher dividends than JSCHX: VSCPX (1.50) vs JSCHX (1.21). JSCHX was incepted earlier than VSCPX: JSCHX (7 years) vs VSCPX (15 years). JSCHX (0.77) is less costly to investors than VSCPX (0.03). JSCHX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). JSCHX has a lower initial minimum investment than VSCPX: JSCHX (15000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. JSCHX (1.06). VSCPX return over 5 years is better than : 63.41 vs. JSCHX (42.65).
| JSCHX | VSCPX | JSCHX / VSCPX | |
| Total Expense Ratio | 0.74 | 0.03 | 2,467% |
| Annual Report Gross Expense Ratio | 0.77 | 0.03 | 2,567% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -6.192 | -4.355 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 148B | 1% |
| Annual Yield % from dividends | 1.21 | 1.50 | 80% |
| Returns for 1 year | 1.06 | 5.23 | 20% |
| Returns for 3 years | 24.28 | 31.39 | 77% |
| Returns for 5 years | 42.65 | 63.41 | 67% |
| Returns for 10 years | N/A | 93.45 | - |