Registry rank 2435 · Portfolio as of 2026-03-31
JPMorgan Small Cap Blend Fund
JDSCX (JPMorgan Small Cap Blend Fund) · JSCHX (JPMorgan Small Cap Blend Fund) · VSCCX (JPMorgan Small Cap Blend Fund) · VSCOX (JPMorgan Small Cap Blend Fund)
The verdict
What the numbers say
This portfolio genuinely differs from the Russell 2000 index (76.0% active share). Its 0.99% fee buys real active management; whether it earned that fee is not something holdings can show.
Data provenance
Run 363649da-fcfb-4007-87ef-de06de7710ca; method closet-index@2.0.0; fund accession 0002071691-26-012740; comparison periods and expense-filing links appear with their figures. Machine capture time: 2026-07-29T14:22:09.616Z.
Computed rule checks
0 warnings · 2 checks clear · 1 unavailable
Check clear
· Rule 1
The fund’s filed benchmark and its closest approved index control point to the same comparison.
Methodology rule · visual rules si-visual-explainers@1.0.0
Check clear
· Rule 2
The existing same-index active-share and fee rule does not issue a closet-index warning. This is not a rating.
Methodology rule · visual rules si-visual-explainers@1.0.0
Unavailable
· Rule 3
No complete licensed window and filed headline fee are available together for this check.
Computed on licensed market-return history · filed fee as of 2025-06-30
Methodology rule · visual rules si-visual-explainers@1.0.0
Filed fees in dollars
SEC-convention illustration
Computed from SEC filings
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| JDSCX0.99% · SEC expense filing · as of 2025-06-30 | $14,568 | $45,291 | $105,684 |
| JSCHX0.74% · SEC expense filing · as of 2025-06-30 | $10,967 | $34,493 | $81,393 |
| VSCCX1.74% · SEC expense filing · as of 2025-06-30 | $24,912 | $74,873 | $169,165 |
| VSCOX1.24% · SEC expense filing · as of 2025-06-30 | $18,091 | $55,607 | $128,340 |
Real trailing windows
Computed on licensed market-return history
Trailing windows use iShares Russell 2000 ETF (IWM) adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| JDSCXFiled fee as of 2025-06-30 | $23,142Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $89,879Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| JSCHXFiled fee as of 2025-06-30 | $17,413Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $68,398Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| VSCCXFiled fee as of 2025-06-30 | $39,636Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $148,921Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
| VSCOXFiled fee as of 2025-06-30 | $28,754Computed on licensed market-return history 2016-07-29 to 2026-07-29 · proxy return 10.52% annualized | $110,435Computed on licensed market-return history 2006-07-31 to 2026-07-29 · proxy return 8.84% annualized | Proxy history begins 2000 — no full 30-year window |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Computed from SEC filings
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. JDSCX SEC expense filing, as of 2025-06-30. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $264,825 |
| Ending value at filed expense ratio | $219,534 |
| Difference attributed to fee drag | $45,291 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs the Russell 2000 index
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | Russell 2000 index | Difference |
|---|---|---|---|
| Applied Industrial Technologies, Inc. | 0.88% | 0.00% | +0.88% |
| John Wiley & Sons, Inc. | 0.93% | 0.05% | +0.87% |
| MediaAlpha, Inc. | 0.86% | 0.01% | +0.85% |
| DigitalOcean Holdings, Inc. | 1.01% | 0.22% | +0.79% |
| Cars.com, Inc. | 0.74% | 0.01% | +0.73% |
| ScanSource, Inc. | 0.75% | 0.03% | +0.72% |
| Matador Resources Co. | 0.71% | 0.00% | +0.71% |
| Stagwell, Inc. | 0.72% | 0.02% | +0.70% |
| VeraDermics, Inc. | 0.68% | 0.00% | +0.68% |
| Donnelley Financial Solutions, Inc. | 0.71% | 0.04% | +0.67% |
Source and verification
SEC N-PORT filing · filed 2026-05-29 · period 2026-03-31
SEC expense filing · period 2025-06-30
Cite these figures
Each snippet includes the figure’s source-event date and immutable verification URL.
Best-fit active share
Sensible Investor, “JPMorgan Small Cap Blend Fund — best-fit active share,” 76.0% versus the Russell 2000 index, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-31. https://sensible-investor.com/registry/jdscx/as-of/363649da-fcfb-4007-87ef-de06de7710ca
JDSCX filed expense ratio
Sensible Investor, “JPMorgan Small Cap Blend Fund — filed expense ratio,” 0.99% for JDSCX, as of 2025-06-30. https://sensible-investor.com/registry/jdscx/as-of/363649da-fcfb-4007-87ef-de06de7710ca
JDSCX fee per active unit
Sensible Investor, “JPMorgan Small Cap Blend Fund — fee per unit of active management,” 1.30% using the JDSCX expense ratio as of 2025-06-30 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/jdscx/as-of/363649da-fcfb-4007-87ef-de06de7710ca