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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
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.
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).
| 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 | -2.048 | 7.952 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | -10.31 | 9.36 | -110% |
| Returns for 3 years | -1.18 | 42.43 | -3% |
| Returns for 5 years | -10.87 | 57.95 | -19% |
| Returns for 10 years | 17.56 | 139.19 | 13% |
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