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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$42.22
Change+$0.27 (+0.64%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSEPX vs VSCIX Comparison Chart
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JSEPX vs. VSCIX commentary
Jan 19, 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: 155B vs. JSEPX (4.5B). VSCIX pays higher dividends than JSEPX: VSCIX (1.43) vs JSEPX (1.06). JSEPX was incepted earlier than VSCIX: JSEPX (8 years) vs VSCIX (28 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 : 21.27 vs. JSEPX (4.06). VSCIX return over 5 years is better than : 49.01 vs. JSEPX (-17.72).
| JSEPX | VSCIX | JSEPX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 3.278 | 3.378 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 1.06 | 1.43 | 74% |
| Returns for 1 year | 4.06 | 21.27 | 19% |
| Returns for 3 years | -16.59 | 17.25 | -96% |
| Returns for 5 years | -17.72 | 49.01 | -36% |
| Returns for 10 years | N/A | 127.16 | - |
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