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JSEQX vs VSCIX
JSEQX vs VSCIX Comparison
Open Charts JSEQX vs VSCIX
JPMorgan Small Cap Equity R4
Price$54.23
Change-$0.59 (-1.08%)
VolumeN/A
Net Assets3.95B
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
JSEQX vs VSCIX Comparison Chart in %
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JSEQX vs. VSCIX commentary
Jul 12, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. JSEQX (3.95B). VSCIX pays higher dividends than JSEQX: VSCIX (1.41) vs JSEQX (0.30). 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 (13.00). 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 : 9.89 vs. JSEQX (-1.28). VSCIX return over 5 years is better than : 70.79 vs. JSEQX (4.85).
| 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 | 1.051 | 2.049 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 153B | 3% |
| Annual Yield % from dividends | 0.30 | 1.41 | 21% |
| Returns for 1 year | -1.28 | 9.89 | -13% |
| Returns for 3 years | 3.23 | 39.09 | 8% |
| Returns for 5 years | 4.85 | 70.79 | 7% |
| Returns for 10 years | N/A | 107.07 | - |
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