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VSCOX vs VSMAX
VSCOX vs VSMAX Comparison
Open Charts VSCOX vs VSMAX
JPMorgan Small Cap Blend A
Price$27.44
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.56B
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
VSCOX vs VSMAX Comparison Chart in %
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VSCOX vs. VSMAX commentary
Sep 09, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. VSCOX (1.56B). VSMAX pays higher dividends than VSCOX: VSMAX (1.31) vs VSCOX (0.91). VSCOX was incepted earlier than VSMAX: VSCOX (28 years) vs VSMAX (25 years). VSCOX (1.27) is less costly to investors than VSMAX (0.05). VSCOX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). VSCOX has a lower initial minimum investment than VSMAX: VSCOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. VSCOX (6.97). VSMAX return over 5 years is better than : 66.80 vs. VSCOX (35.32).
| VSCOX | VSMAX | VSCOX / VSMAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 3.039 | 6.527 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 161B | 1% |
| Annual Yield % from dividends | 0.91 | 1.31 | 69% |
| Returns for 1 year | 6.97 | 13.64 | 51% |
| Returns for 3 years | 26.49 | 39.35 | 67% |
| Returns for 5 years | 35.32 | 66.80 | 53% |
| Returns for 10 years | 15.92 | 132.90 | 12% |
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