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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$54.79
Change+$0.79 (+1.46%)
VolumeN/A
Net Assets3.84B
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Jul 18, 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: 153B vs. JSERX (3.84B). VSCIX pays higher dividends than JSERX: VSCIX (1.41) 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 : 4.38 vs. JSERX (-7.66). VSCIX return over 5 years is better than : 63.22 vs. JSERX (-0.54).
| 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 | -1.262 | 0.318 | -397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 153B | 3% |
| Annual Yield % from dividends | 0.46 | 1.41 | 33% |
| Returns for 1 year | -7.66 | 4.38 | -175% |
| Returns for 3 years | 0.67 | 36.02 | 2% |
| Returns for 5 years | -0.54 | 63.22 | -1% |
| Returns for 10 years | 11.38 | 105.48 | 11% |
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