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JSCZX vs VSCIX
JSCZX vs VSCIX Comparison
Open Charts JSCZX vs VSCIX
JPMorgan US Small Company R2
Price$14.01
Change-$1.01 (-6.72%)
VolumeN/A
Net Assets892.49M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JSCZX vs VSCIX Comparison Chart
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JSCZX vs. VSCIX commentary
Apr 04, 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 JSCZX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. JSCZX (892M). VSCIX pays higher dividends than JSCZX: VSCIX (1.53) vs JSCZX (0.00). JSCZX was incepted earlier than VSCIX: JSCZX (13 years) vs VSCIX (28 years). JSCZX (1.49) is less costly to investors than VSCIX (0.04). JSCZX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (12.00). JSCZX has a lower initial minimum investment than VSCIX: JSCZX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 1.20 vs. JSCZX (-13.13). VSCIX return over 5 years is better than : 115.95 vs. JSCZX (40.48).
| JSCZX | VSCIX | JSCZX / VSCIX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.49 | 0.04 | 3,725% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -8.914 | -5.824 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -13.13 | 1.20 | -1,096% |
| Returns for 3 years | -12.06 | 6.53 | -185% |
| Returns for 5 years | 40.48 | 115.95 | 35% |
| Returns for 10 years | -10.85 | 91.16 | -12% |
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