Ad is loading...
Ad is loading...
JSEQX vs VSCIX
JSEQX vs VSCIX Comparison
Open Charts JSEQX vs VSCIX
JPMorgan Small Cap Equity R4
Price$61.33
Change-$0.59 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
JSEQX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSEQX vs. VSCIX 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 JSEQX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. JSEQX (4.63B). 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 : 30.27 vs. JSEQX (23.35). VSCIX return over 5 years is better than : 55.65 vs. JSEQX (3.22).
| 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 | 13.848 | 15.795 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 0.72 | 1.43 | 50% |
| Returns for 1 year | 23.35 | 30.27 | 77% |
| Returns for 3 years | -24.16 | 4.74 | -510% |
| Returns for 5 years | 3.22 | 55.65 | 6% |
| Returns for 10 years | N/A | 123.35 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FREEX | 19.09 | 0.07 | +0.37% |
| Franklin Real Estate Securities A | |||
| NBRAX | 28.15 | -0.20 | -0.71% |
| Neuberger Berman M/C Intrinsic Val A | |||
| USBLX | 28.05 | -0.22 | -0.78% |
| Victory Growth and Tax Strategy | |||
| JDVFX | 26.68 | -0.24 | -0.89% |
| JHancock Disciplined Value R4 | |||
| CCHRX | 84.41 | -1.19 | -1.39% |
| Columbia Seligman Global Tech Adv | |||