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JSEPX vs VSCPX
JSEPX vs VSCPX Comparison
Open Charts JSEPX vs VSCPX
JPMorgan Small Cap Equity R3
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets3.59B
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
JSEPX vs VSCPX Comparison Chart
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JSEPX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. JSEPX (3.59B). VSCPX pays higher dividends than JSEPX: VSCPX (1.54) vs JSEPX (0.16). JSEPX was incepted earlier than VSCPX: JSEPX (9 years) vs VSCPX (14 years). JSEPX (1.25) is less costly to investors than VSCPX (0.03). JSEPX is a more actively managed with annual turnover of: 19.00 vs. VSCPX (12.00). JSEPX has a lower initial minimum investment than VSCPX: JSEPX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -1.55 vs. JSEPX (-13.20). VSCPX return over 5 years is better than : 68.37 vs. JSEPX (-7.18).
| JSEPX | VSCPX | JSEPX / VSCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.03 | 4,167% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.576 | -13.715 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 143B | 3% |
| Annual Yield % from dividends | 0.16 | 1.54 | 10% |
| Returns for 1 year | -13.20 | -1.55 | 850% |
| Returns for 3 years | -25.96 | 1.44 | -1,802% |
| Returns for 5 years | -7.18 | 68.37 | -11% |
| Returns for 10 years | N/A | 75.25 | - |
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