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VSCOX vs VSCPX
VSCOX vs VSCPX Comparison
Open Charts VSCOX vs VSCPX
JPMorgan Small Cap Blend A
Price$26.53
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
VSCOX vs VSCPX Comparison Chart in %
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VSCOX vs. VSCPX commentary
Jul 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 VSCOX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. VSCOX (1.53B). VSCPX pays higher dividends than VSCOX: VSCPX (1.42) vs VSCOX (0.96). 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 : 12.26 vs. VSCOX (6.42). VSCPX return over 5 years is better than : 69.56 vs. VSCOX (41.25).
| 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 | -0.450 | 1.452 | -31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 148B | 1% |
| Annual Yield % from dividends | 0.96 | 1.42 | 68% |
| Returns for 1 year | 6.42 | 12.26 | 52% |
| Returns for 3 years | 26.89 | 37.96 | 71% |
| Returns for 5 years | 41.25 | 69.56 | 59% |
| Returns for 10 years | 4.10 | 109.40 | 4% |