JSERX
Price
$53.57
Change
+$0.17 (+0.32%)
Updated
Oct 24 closing price
Net Assets
3.45B
VSCIX
Price
$124.01
Change
+$0.80 (+0.65%)
Updated
Oct 24 closing price
Net Assets
162.36B
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JSERX vs VSCIX

Header iconJSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIXBanner chart's image
JPMorgan Small Cap Equity R5
Price$53.57
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets3.45B
Vanguard Small Cap Index I
Price$124.01
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Oct 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 Hold and VSCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. JSERX (3.45B). 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: 52.00 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 : 9.36 vs. JSERX (-10.31). VSCIX return over 5 years is better than : 57.95 vs. JSERX (-10.87).
JSERXVSCIXJSERX / VSCIX
Total Expense Ratio0.800.042,000%
Annual Report Gross Expense Ratio0.850.042,125%
Fund Existence19 years28 years-
Gain YTD-2.0487.952-26%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.45B162B2%
Annual Yield % from dividends0.461.3534%
Returns for 1 year-10.319.36-110%
Returns for 3 years-1.1842.43-3%
Returns for 5 years-10.8757.95-19%
Returns for 10 years17.56139.1913%
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