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JSEQX vs VSCPX
JSEQX vs VSCPX Comparison
Open Charts JSEQX vs VSCPX
JPMorgan Small Cap Equity R4
Price$51.34
Change+$0.71 (+1.40%)
VolumeN/A
Net Assets3.91B
Vanguard Small Cap Index InstlPlus
Price$312.71
Change+$4.94 (+1.61%)
VolumeN/A
Net Assets153.45B
JSEQX vs VSCPX Comparison Chart
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JSEQX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. JSEQX (3.91B). VSCPX pays higher dividends than JSEQX: VSCPX (1.54) vs JSEQX (0.31). JSEQX was incepted earlier than VSCPX: JSEQX (9 years) vs VSCPX (14 years). JSEQX (1.08) is less costly to investors than VSCPX (0.03). JSEQX is a more actively managed with annual turnover of: 19.00 vs. VSCPX (12.00). JSEQX has a lower initial minimum investment than VSCPX: JSEQX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -1.82 vs. JSEQX (-8.42). VSCPX return over 5 years is better than : 105.93 vs. JSEQX (30.54).
| JSEQX | VSCPX | JSEQX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -6.673 | -7.656 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 153B | 3% |
| Annual Yield % from dividends | 0.31 | 1.54 | 20% |
| Returns for 1 year | -8.42 | -1.82 | 462% |
| Returns for 3 years | -17.87 | 4.62 | -387% |
| Returns for 5 years | 30.54 | 105.93 | 29% |
| Returns for 10 years | N/A | 88.67 | - |
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