Interact to see
Advertisement
Advertisement
JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$41.22
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets3.68B
Vanguard Small Cap Index I
Price$121.03
Change-$0.45 (-0.37%)
VolumeN/A
Net Assets154.18B
JSEPX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEPX vs. VSCIX commentary
Aug 30, 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 JSEPX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. JSEPX (3.68B). VSCIX pays higher dividends than JSEPX: VSCIX (1.38) vs JSEPX (0.15). JSEPX was incepted earlier than VSCIX: JSEPX (9 years) vs VSCIX (28 years). JSEPX (1.25) is less costly to investors than VSCIX (0.04). JSEPX is a more actively managed with annual turnover of: 19.00 vs. VSCIX (13.00). JSEPX has a lower initial minimum investment than VSCIX: JSEPX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.69 vs. JSEPX (-8.37). VSCIX return over 5 years is better than : 61.21 vs. JSEPX (-15.67).
| JSEPX | VSCIX | JSEPX / VSCIX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,125% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 1.370 | 5.676 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 154B | 2% |
| Annual Yield % from dividends | 0.15 | 1.38 | 11% |
| Returns for 1 year | -8.37 | 9.69 | -86% |
| Returns for 3 years | -7.78 | 34.41 | -23% |
| Returns for 5 years | -15.67 | 61.21 | -26% |
| Returns for 10 years | N/A | 138.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement