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JSEPX
Price
$47.40
Change
-$0.45 (-0.94%)
Updated
Nov 15 closing price
VSCIX
Price
$118.04
Change
-$1.28 (-1.07%)
Updated
Nov 15 closing price
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JSEPX vs VSCIX

Header iconJSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIXBanner chart's image
JPMorgan Small Cap Equity R3
Price$47.40
Change-$0.45 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
JSEPX vs VSCIX Comparison Chart
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VS
JSEPX vs. VSCIX commentary
Nov 18, 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: 151B vs. JSEPX (4.63B). 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 : 30.27 vs. JSEPX (21.95). VSCIX return over 5 years is better than : 55.65 vs. JSEPX (-6.37).
JSEPXVSCIXJSEPX / VSCIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years27 years-
Gain YTD13.61515.79586%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.63B151B3%
Annual Yield % from dividends1.061.4374%
Returns for 1 year21.9530.2773%
Returns for 3 years-30.074.74-635%
Returns for 5 years-6.3755.65-11%
Returns for 10 yearsN/A123.35-
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