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JSCHX vs VSMAX
JSCHX vs VSMAX Comparison
Open Charts JSCHX vs VSMAX
JPMorgan Small Cap Blend R6
Price$34.47
Change+$0.55 (+1.62%)
VolumeN/A
Net Assets1.51B
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
JSCHX vs VSMAX Comparison Chart in %
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JSCHX vs. VSMAX commentary
Oct 21, 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: 162B vs. JSCHX (1.51B). VSMAX pays higher dividends than JSCHX: VSMAX (1.34) vs JSCHX (1.09). 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: 49.00 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 : 4.95 vs. JSCHX (2.43). VSMAX return over 5 years is better than : 55.46 vs. JSCHX (35.43).
| 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 | 3.607 | 5.599 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 162B | 1% |
| Annual Yield % from dividends | 1.09 | 1.34 | 81% |
| Returns for 1 year | 2.43 | 4.95 | 49% |
| Returns for 3 years | 32.14 | 42.02 | 76% |
| Returns for 5 years | 35.43 | 55.46 | 64% |
| Returns for 10 years | N/A | 130.86 | - |
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