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JSCHX vs VSMAX
JSCHX vs VSMAX Comparison
Open Charts JSCHX vs VSMAX
JPMorgan Small Cap Blend R6
Price$34.40
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets1.56B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JSCHX vs VSMAX Comparison Chart in %
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JSCHX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSCHX (1.56B). VSMAX pays higher dividends than JSCHX: VSMAX (1.31) vs JSCHX (1.10). 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 : 13.64 vs. JSCHX (7.53). VSMAX return over 5 years is better than : 66.80 vs. JSCHX (41.22).
| 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 | 3.396 | 6.527 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 161B | 1% |
| Annual Yield % from dividends | 1.10 | 1.31 | 84% |
| Returns for 1 year | 7.53 | 13.64 | 55% |
| Returns for 3 years | 28.44 | 39.35 | 72% |
| Returns for 5 years | 41.22 | 66.80 | 62% |
| Returns for 10 years | N/A | 132.90 | - |
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