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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$53.36
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets3.5B
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Oct 07, 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 JSERX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. JSERX (3.5B). VSCIX pays higher dividends than JSERX: VSCIX (1.35) vs JSERX (0.46). JSERX was incepted earlier than VSCIX: JSERX (19 years) vs VSCIX (28 years). JSERX (0.85) is less costly to investors than VSCIX (0.04). JSERX is a more actively managed with annual turnover of: 19.00 vs. VSCIX (13.00). JSERX has a lower initial minimum investment than VSCIX: JSERX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.34 vs. JSERX (-10.32). VSCIX return over 5 years is better than : 60.79 vs. JSERX (-8.36).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -2.322 | 7.525 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | -10.32 | 9.34 | -110% |
| Returns for 3 years | 3.95 | 48.42 | 8% |
| Returns for 5 years | -8.36 | 60.79 | -14% |
| Returns for 10 years | 15.17 | 134.08 | 11% |
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