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JSEQX vs VSCIX
JSEQX vs VSCIX Comparison
Open Charts JSEQX vs VSCIX
JPMorgan Small Cap Equity R4
Price$51.34
Change+$0.71 (+1.40%)
VolumeN/A
Net Assets3.91B
Vanguard Small Cap Index I
Price$106.63
Change+$0.40 (+0.38%)
VolumeN/A
Net Assets153.45B
JSEQX vs VSCIX Comparison Chart
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JSEQX vs. VSCIX commentary
Apr 03, 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 JSEQX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. JSEQX (3.91B). VSCIX pays higher dividends than JSEQX: VSCIX (1.53) vs JSEQX (0.31). JSEQX was incepted earlier than VSCIX: JSEQX (9 years) vs VSCIX (28 years). JSEQX (1.08) is less costly to investors than VSCIX (0.04). JSEQX is a more actively managed with annual turnover of: 19.00 vs. VSCIX (12.00). JSEQX has a lower initial minimum investment than VSCIX: JSEQX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -1.82 vs. JSEQX (-8.42). VSCIX return over 5 years is better than : 105.93 vs. JSEQX (30.54).
| JSEQX | VSCIX | JSEQX / VSCIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -6.673 | -7.659 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 153B | 3% |
| Annual Yield % from dividends | 0.31 | 1.53 | 20% |
| Returns for 1 year | -8.42 | -1.82 | 461% |
| Returns for 3 years | -17.87 | 4.61 | -387% |
| Returns for 5 years | 30.54 | 105.93 | 29% |
| Returns for 10 years | N/A | 88.62 | - |
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