Ad is loading...
JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$48.44
Change-$3.34 (-6.45%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JSERX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. VSCIX commentary
Apr 04, 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: 153B vs. JSERX (3.96B). VSCIX pays higher dividends than JSERX: VSCIX (1.53) 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 (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 : 1.20 vs. JSERX (-7.06). VSCIX return over 5 years is better than : 115.95 vs. JSERX (33.80).
| 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 | -5.321 | -5.824 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 153B | 3% |
| Annual Yield % from dividends | 0.48 | 1.53 | 32% |
| Returns for 1 year | -7.06 | 1.20 | -590% |
| Returns for 3 years | -16.16 | 6.53 | -248% |
| Returns for 5 years | 33.80 | 115.95 | 29% |
| Returns for 10 years | 5.86 | 91.16 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...