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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$53.43
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets3.86B
Vanguard Small Cap Index I
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Jun 28, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JSERX (3.86B). VSCIX pays higher dividends than JSERX: VSCIX (1.49) vs JSERX (0.48). 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 : 8.94 vs. JSERX (-1.84). VSCIX return over 5 years is better than : 71.09 vs. JSERX (5.07).
| 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 | -2.359 | -1.269 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 148B | 3% |
| Annual Yield % from dividends | 0.48 | 1.49 | 32% |
| Returns for 1 year | -1.84 | 8.94 | -21% |
| Returns for 3 years | -0.30 | 33.36 | -1% |
| Returns for 5 years | 5.07 | 71.09 | 7% |
| Returns for 10 years | 10.38 | 103.13 | 10% |
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