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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$40.60
Change-$0.97 (-2.33%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
JSEPX vs VSCIX Comparison Chart
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JSEPX vs. VSCIX commentary
Feb 23, 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: 161B vs. JSEPX (4.27B). 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 : 11.25 vs. JSEPX (-3.47). VSCIX return over 5 years is better than : 44.48 vs. JSEPX (-20.77).
| 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 | -0.685 | -0.304 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 1.06 | 1.43 | 74% |
| Returns for 1 year | -3.47 | 11.25 | -31% |
| Returns for 3 years | -15.79 | 18.86 | -84% |
| Returns for 5 years | -20.77 | 44.48 | -47% |
| Returns for 10 years | N/A | 105.81 | - |
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