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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets3.59B
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
JSEPX vs VSCIX Comparison Chart
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JSEPX vs. VSCIX commentary
Apr 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. JSEPX (3.59B). VSCIX pays higher dividends than JSEPX: VSCIX (1.53) 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 (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 : -1.56 vs. JSEPX (-13.20). VSCIX return over 5 years is better than : 68.34 vs. JSEPX (-7.18).
| 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 | -13.576 | -13.717 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 143B | 3% |
| Annual Yield % from dividends | 0.16 | 1.53 | 10% |
| Returns for 1 year | -13.20 | -1.56 | 848% |
| Returns for 3 years | -25.96 | 1.43 | -1,812% |
| Returns for 5 years | -7.18 | 68.34 | -11% |
| Returns for 10 years | N/A | 75.20 | - |