Ad is loading...
JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$59.95
Change-$0.56 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSERX vs VSCIX Comparison Chart
Loading...
JSERX vs. VSCIX commentary
Sep 21, 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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. JSERX (4.62B). VSCIX pays higher dividends than JSERX: VSCIX (1.43) vs JSERX (0.88). JSERX was incepted earlier than VSCIX: JSERX (18 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 : 25.54 vs. JSERX (19.83). VSCIX return over 5 years is better than : 53.46 vs. JSERX (3.65).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 10.507 | 10.899 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 0.88 | 1.43 | 61% |
| Returns for 1 year | 19.83 | 25.54 | 78% |
| Returns for 3 years | -19.64 | 8.92 | -220% |
| Returns for 5 years | 3.65 | 53.46 | 7% |
| Returns for 10 years | 26.39 | 121.62 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers