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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets3.2B
Vanguard Small Cap Index InstlPlus
Price$339.70
Change+$0.65 (+0.19%)
VolumeN/A
Net Assets161.58B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Nov 20, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JSERX (3.21B). VSCPX pays higher dividends than JSERX: VSCPX (1.36) vs JSERX (0.47). JSERX was incepted earlier than VSCPX: JSERX (20 years) vs VSCPX (15 years). JSERX (0.85) is less costly to investors than VSCPX (0.03). JSERX is a more actively managed with annual turnover of: 52.00 vs. VSCPX (13.00). JSERX has a lower initial minimum investment than VSCPX: JSERX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.53 vs. JSERX (-18.61). VSCPX return over 5 years is better than : 39.23 vs. JSERX (-22.97).
| JSERX | VSCPX | JSERX / VSCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -8.155 | 2.256 | -362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 162B | 2% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | -18.61 | -0.53 | 3,543% |
| Returns for 3 years | -12.32 | 29.87 | -41% |
| Returns for 5 years | -22.97 | 39.23 | -59% |
| Returns for 10 years | 7.91 | 122.39 | 6% |