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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$54.35
Change-$1.30 (-2.34%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
JSERX vs VSCIX Comparison Chart
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JSERX vs. VSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JSERX (4.27B). VSCIX pays higher dividends than JSERX: VSCIX (1.43) vs JSERX (0.88). JSERX was incepted earlier than VSCIX: JSERX (19 years) vs VSCIX (28 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 : 14.26 vs. JSERX (-0.37). VSCIX return over 5 years is better than : 48.39 vs. JSERX (-9.97).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -0.622 | 2.397 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 0.88 | 1.43 | 61% |
| Returns for 1 year | -0.37 | 14.26 | -3% |
| Returns for 3 years | -9.14 | 22.08 | -41% |
| Returns for 5 years | -9.97 | 48.39 | -21% |
| Returns for 10 years | 12.77 | 111.39 | 11% |
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