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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$24.94
Change-$0.48 (-1.89%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
VSCOX vs VSCPX Comparison Chart
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VSCOX vs. VSCPX 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 VSCOX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. VSCOX (1.44B). VSCPX pays higher dividends than VSCOX: VSCPX (1.50) vs VSCOX (1.00). VSCOX was incepted earlier than VSCPX: VSCOX (28 years) vs VSCPX (15 years). VSCOX (1.27) is less costly to investors than VSCPX (0.03). VSCOX is a more actively managed with annual turnover of: 39.00 vs. VSCPX (13.00). VSCOX has a lower initial minimum investment than VSCPX: VSCOX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. VSCOX (0.52). VSCPX return over 5 years is better than : 63.41 vs. VSCOX (36.74).
| VSCOX | VSCPX | VSCOX / VSCPX | |
| Total Expense Ratio | 1.24 | 0.03 | 4,133% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -6.417 | -4.355 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 148B | 1% |
| Annual Yield % from dividends | 1.00 | 1.50 | 67% |
| Returns for 1 year | 0.52 | 5.23 | 10% |
| Returns for 3 years | 22.41 | 31.39 | 71% |
| Returns for 5 years | 36.74 | 63.41 | 58% |
| Returns for 10 years | -3.45 | 93.45 | -4% |
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