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JSEPX vs VSCPX
JSEPX vs VSCPX Comparison
Open Charts JSEPX vs VSCPX
JPMorgan Small Cap Equity R3
Price$40.60
Change-$0.97 (-2.33%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
JSEPX vs VSCPX Comparison Chart
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JSEPX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. JSEPX (4.27B). 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 : 11.26 vs. JSEPX (-3.47). VSCPX return over 5 years is better than : 44.50 vs. JSEPX (-20.77).
| 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 | -0.685 | -0.301 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 1.06 | 1.44 | 73% |
| Returns for 1 year | -3.47 | 11.26 | -31% |
| Returns for 3 years | -15.79 | 18.87 | -84% |
| Returns for 5 years | -20.77 | 44.50 | -47% |
| Returns for 10 years | N/A | 105.88 | - |
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