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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$55.11
Change-$2.04 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JSERX vs VSCIX Comparison Chart
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JSERX vs. VSCIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. JSERX (4.56B). VSCIX pays higher dividends than JSERX: VSCIX (1.43) vs JSERX (0.88). JSERX was incepted earlier than VSCIX: JSERX (19 years) vs VSCIX (27 years). JSERX is a more actively managed with annual turnover of: 22.00 vs. VSCIX (12.00). 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 : 19.59 vs. JSERX (7.17). VSCIX return over 5 years is better than : 53.99 vs. JSERX (-2.43).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 5.346 | 18.051 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.88 | 1.43 | 61% |
| Returns for 1 year | 7.17 | 19.59 | 37% |
| Returns for 3 years | -10.74 | 15.81 | -68% |
| Returns for 5 years | -2.43 | 53.99 | -5% |
| Returns for 10 years | 24.12 | 125.06 | 19% |
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