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JSCHX vs VSCPX
JSCHX vs VSCPX Comparison
Open Charts JSCHX vs VSCPX
JPMorgan Small Cap Blend R6
Price$33.04
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets1.51B
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
JSCHX vs VSCPX Comparison Chart in %
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JSCHX vs. VSCPX commentary
Jul 28, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. JSCHX (1.51B). VSCPX pays higher dividends than JSCHX: VSCPX (1.42) vs JSCHX (1.16). 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 : 8.49 vs. JSCHX (-0.56). VSCPX return over 5 years is better than : 66.90 vs. JSCHX (42.02).
| 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 | -0.691 | 2.808 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 153B | 1% |
| Annual Yield % from dividends | 1.16 | 1.42 | 82% |
| Returns for 1 year | -0.56 | 8.49 | -7% |
| Returns for 3 years | 23.00 | 34.28 | 67% |
| Returns for 5 years | 42.02 | 66.90 | 63% |
| Returns for 10 years | N/A | 115.31 | - |
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