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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$45.95
Change-$0.43 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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JSEPX vs VSCIX Comparison Chart
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JSEPX vs. VSCIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. JSEPX (4.62B). VSCIX pays higher dividends than JSEPX: VSCIX (1.43) vs JSEPX (1.06). JSEPX was incepted earlier than VSCIX: JSEPX (8 years) vs VSCIX (27 years). JSEPX is a more actively managed with annual turnover of: 22.00 vs. VSCIX (12.00). 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 : 25.54 vs. JSEPX (18.19). VSCIX return over 5 years is better than : 53.46 vs. JSEPX (-6.96).
| JSEPX | VSCIX | JSEPX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 10.139 | 10.899 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 1.06 | 1.43 | 74% |
| Returns for 1 year | 18.19 | 25.54 | 71% |
| Returns for 3 years | -26.37 | 8.92 | -295% |
| Returns for 5 years | -6.96 | 53.46 | -13% |
| Returns for 10 years | N/A | 121.62 | - |
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