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JSEPX vs VSCPX
JSEPX vs VSCPX Comparison
Open Charts JSEPX vs VSCPX
JPMorgan Small Cap Equity R3
Price$47.40
Change-$0.45 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
JSEPX vs VSCPX Comparison Chart
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JSEPX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. JSEPX (4.63B). VSCPX pays higher dividends than JSEPX: VSCPX (1.44) vs JSEPX (1.06). JSEPX was incepted earlier than VSCPX: JSEPX (8 years) vs VSCPX (14 years). JSEPX is a more actively managed with annual turnover of: 22.00 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 : 30.29 vs. JSEPX (21.95). VSCPX return over 5 years is better than : 55.66 vs. JSEPX (-6.37).
| JSEPX | VSCPX | JSEPX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 13.615 | 15.805 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 1.06 | 1.44 | 73% |
| Returns for 1 year | 21.95 | 30.29 | 72% |
| Returns for 3 years | -30.07 | 4.74 | -634% |
| Returns for 5 years | -6.37 | 55.66 | -11% |
| Returns for 10 years | N/A | 123.43 | - |
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