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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$38.09
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Index I
Price$107.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
JSEPX vs VSCIX Comparison Chart
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JSEPX vs. VSCIX commentary
May 12, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. JSEPX (3.78B). VSCIX pays higher dividends than JSEPX: VSCIX (1.57) vs JSEPX (0.16). 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 : 0.37 vs. JSEPX (-11.13). VSCIX return over 5 years is better than : 67.84 vs. JSEPX (-7.38).
| 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 | -6.825 | -6.980 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 140B | 3% |
| Annual Yield % from dividends | 0.16 | 1.57 | 10% |
| Returns for 1 year | -11.13 | 0.37 | -3,039% |
| Returns for 3 years | -12.20 | 22.79 | -54% |
| Returns for 5 years | -7.38 | 67.84 | -11% |
| Returns for 10 years | N/A | 91.58 | - |
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