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JSCHX vs VSMAX
JSCHX vs VSMAX Comparison
Open Charts JSCHX vs VSMAX
JPMorgan Small Cap Blend R6
Price$31.21
Change-$0.59 (-1.86%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JSCHX vs VSMAX Comparison Chart
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JSCHX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSCHX (1.44B). VSMAX pays higher dividends than JSCHX: VSMAX (1.48) vs JSCHX (1.21). 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 : 5.22 vs. JSCHX (1.06). VSMAX return over 5 years is better than : 63.38 vs. JSCHX (42.65).
| 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 | -6.192 | -4.364 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 148B | 1% |
| Annual Yield % from dividends | 1.21 | 1.48 | 82% |
| Returns for 1 year | 1.06 | 5.22 | 20% |
| Returns for 3 years | 24.28 | 31.37 | 77% |
| Returns for 5 years | 42.65 | 63.38 | 67% |
| Returns for 10 years | N/A | 93.38 | - |