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JSCHX vs VSMAX
JSCHX vs VSMAX Comparison
Open Charts JSCHX vs VSMAX
JPMorgan Small Cap Blend R6
Price$33.20
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JSCHX vs VSMAX Comparison Chart in %
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JSCHX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSCHX (1.53B). VSMAX pays higher dividends than JSCHX: VSMAX (1.40) vs JSCHX (1.16). JSCHX was incepted earlier than VSMAX: JSCHX (7 years) vs VSMAX (25 years). JSCHX (0.77) is less costly to investors than VSMAX (0.05). JSCHX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JSCHX: VSMAX (3000) vs JSCHX (15000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. JSCHX (6.95). VSMAX return over 5 years is better than : 69.54 vs. JSCHX (47.34).
| JSCHX | VSMAX | JSCHX / VSMAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.77 | 0.05 | 1,540% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -0.210 | 1.447 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 148B | 1% |
| Annual Yield % from dividends | 1.16 | 1.40 | 83% |
| Returns for 1 year | 6.95 | 12.25 | 57% |
| Returns for 3 years | 28.78 | 37.95 | 76% |
| Returns for 5 years | 47.34 | 69.54 | 68% |
| Returns for 10 years | N/A | 109.34 | - |