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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$54.21
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets3.58B
Vanguard Small Cap Index I
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Sep 17, 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JSERX (3.58B). VSCIX pays higher dividends than JSERX: VSCIX (1.32) vs JSERX (0.45). 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 : 10.50 vs. JSERX (-7.93). VSCIX return over 5 years is better than : 66.44 vs. JSERX (-3.36).
| 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 | -0.841 | 6.598 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 161B | 2% |
| Annual Yield % from dividends | 0.45 | 1.32 | 34% |
| Returns for 1 year | -7.93 | 10.50 | -75% |
| Returns for 3 years | -0.34 | 39.12 | -1% |
| Returns for 5 years | -3.36 | 66.44 | -5% |
| Returns for 10 years | 19.11 | 133.31 | 14% |
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