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JSEQX vs VSCPX
JSEQX vs VSCPX Comparison
Open Charts JSEQX vs VSCPX
JPMorgan Small Cap Equity R4
Price$53.90
Change-$1.28 (-2.32%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
JSEQX vs VSCPX Comparison Chart
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JSEQX vs. VSCPX commentary
Feb 23, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. JSEQX (4.27B). VSCPX pays higher dividends than JSEQX: VSCPX (1.44) vs JSEQX (0.72). JSEQX was incepted earlier than VSCPX: JSEQX (8 years) vs VSCPX (14 years). JSEQX is a more actively managed with annual turnover of: 22.00 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 : 11.26 vs. JSEQX (-0.62). VSCPX return over 5 years is better than : 44.50 vs. JSEQX (-10.93).
| JSEQX | VSCPX | JSEQX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -0.645 | -0.301 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 0.72 | 1.44 | 50% |
| Returns for 1 year | -0.62 | 11.26 | -6% |
| Returns for 3 years | -9.66 | 18.87 | -51% |
| Returns for 5 years | -10.93 | 44.50 | -25% |
| Returns for 10 years | N/A | 105.88 | - |
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