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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$51.15
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets3.75B
Vanguard Small Cap Index I
Price$108.21
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
JSERX vs VSCIX Comparison Chart
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JSERX vs. VSCIX commentary
May 25, 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 Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. JSERX (3.75B). VSCIX pays higher dividends than JSERX: VSCIX (1.57) vs JSERX (0.50). 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 (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 : 2.83 vs. JSERX (-6.86). VSCIX return over 5 years is better than : 66.81 vs. JSERX (3.15).
| 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 | -6.473 | -5.937 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 140B | 3% |
| Annual Yield % from dividends | 0.50 | 1.57 | 32% |
| Returns for 1 year | -6.86 | 2.83 | -243% |
| Returns for 3 years | -4.95 | 23.67 | -21% |
| Returns for 5 years | 3.15 | 66.81 | 5% |
| Returns for 10 years | 6.21 | 92.43 | 7% |
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