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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+$0.22 (+0.81%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
VSCOX vs VSMAX Comparison Chart in %
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VSCOX vs. VSMAX commentary
Feb 05, 2026
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: 162B vs. VSCOX (1.55B). VSMAX pays higher dividends than VSCOX: VSMAX (1.27) vs VSCOX (0.54). VSCOX was incepted earlier than VSMAX: VSCOX (29 years) vs VSMAX (25 years). VSCOX (1.26) is less costly to investors than VSMAX (0.05). VSCOX is a more actively managed with annual turnover of: 49.00 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 : 10.71 vs. VSCOX (1.29). VSMAX return over 5 years is better than : 31.93 vs. VSCOX (2.44).
| VSCOX | VSMAX | VSCOX / VSMAX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 5.538 | 5.535 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 162B | 1% |
| Annual Yield % from dividends | 0.54 | 1.27 | 43% |
| Returns for 1 year | 1.29 | 10.71 | 12% |
| Returns for 3 years | 17.13 | 33.11 | 52% |
| Returns for 5 years | 2.44 | 31.93 | 8% |
| Returns for 10 years | 76.17 | 186.87 | 41% |
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