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JSEQX vs VSCIX
JSEQX vs VSCIX Comparison
Open Charts JSEQX vs VSCIX
JPMorgan Small Cap Equity R4
Price$54.58
Change-$2.02 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JSEQX vs VSCIX Comparison Chart
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JSEQX vs. VSCIX commentary
Dec 19, 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 JSEQX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. JSEQX (4.56B). VSCIX pays higher dividends than JSEQX: VSCIX (1.43) vs JSEQX (0.72). JSEQX was incepted earlier than VSCIX: JSEQX (8 years) vs VSCIX (27 years). JSEQX is a more actively managed with annual turnover of: 22.00 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 : 19.59 vs. JSEQX (6.88). VSCIX return over 5 years is better than : 53.99 vs. JSEQX (-3.47).
| JSEQX | VSCIX | JSEQX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 5.068 | 18.051 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.72 | 1.43 | 50% |
| Returns for 1 year | 6.88 | 19.59 | 35% |
| Returns for 3 years | -11.24 | 15.81 | -71% |
| Returns for 5 years | -3.47 | 53.99 | -6% |
| Returns for 10 years | N/A | 125.06 | - |
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