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JSEQX vs VSCPX
JSEQX vs VSCPX Comparison
Open Charts JSEQX vs VSCPX
JPMorgan Small Cap Equity R4
Price$54.85
Change+$0.77 (+1.42%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
JSEQX vs VSCPX Comparison Chart in %
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JSEQX vs. VSCPX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. JSEQX (3.69B). VSCPX pays higher dividends than JSEQX: VSCPX (1.33) vs JSEQX (0.29). JSEQX was incepted earlier than VSCPX: JSEQX (9 years) vs VSCPX (15 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 (13.00). 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 : 13.65 vs. JSEQX (-3.50). VSCPX return over 5 years is better than : 66.83 vs. JSEQX (-3.32).
| 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 | 15 years | - |
| Gain YTD | 1.493 | 6.536 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.29 | 1.33 | 22% |
| Returns for 1 year | -3.50 | 13.65 | -26% |
| Returns for 3 years | 1.55 | 39.36 | 4% |
| Returns for 5 years | -3.32 | 66.83 | -5% |
| Returns for 10 years | N/A | 133.00 | - |
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