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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$56.50
Change+$0.36 (+0.64%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSERX vs VSCIX Comparison Chart
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JSERX vs. VSCIX commentary
Jan 19, 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: 155B vs. JSERX (4.5B). 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 : 21.27 vs. JSERX (7.41). VSCIX return over 5 years is better than : 49.01 vs. JSERX (-6.49).
| 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 | 3.310 | 3.378 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.88 | 1.43 | 61% |
| Returns for 1 year | 7.41 | 21.27 | 35% |
| Returns for 3 years | -10.01 | 17.25 | -58% |
| Returns for 5 years | -6.49 | 49.01 | -13% |
| Returns for 10 years | 25.10 | 127.16 | 20% |
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