Ad is loading...
Ad is loading...
JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$61.87
Change-$0.60 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
JSERX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. VSCPX commentary
Nov 18, 2024
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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. JSERX (4.63B). VSCPX pays higher dividends than JSERX: VSCPX (1.44) vs JSERX (0.88). JSERX was incepted earlier than VSCPX: JSERX (19 years) vs VSCPX (14 years). JSERX is a more actively managed with annual turnover of: 22.00 vs. VSCPX (12.00). 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 : 30.29 vs. JSERX (23.62). VSCPX return over 5 years is better than : 55.66 vs. JSERX (4.28).
| JSERX | VSCPX | JSERX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 14.046 | 15.805 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 0.88 | 1.44 | 61% |
| Returns for 1 year | 23.62 | 30.29 | 78% |
| Returns for 3 years | -23.70 | 4.74 | -499% |
| Returns for 5 years | 4.28 | 55.66 | 8% |
| Returns for 10 years | 23.72 | 123.43 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JOMMX | 14.16 | -0.02 | -0.14% |
| JOHCM Emerging Mkts Discovery Instl | |||
| TAMVX | 36.84 | -0.19 | -0.51% |
| T. Rowe Price Mid-Cap Value Adv | |||
| HWSCX | 62.11 | -0.52 | -0.83% |
| Hotchkis & Wiley Small Cap Value C | |||
| SSDAX | 33.89 | -0.70 | -2.02% |
| DWS Small Cap Growth A | |||
| APDRX | 36.03 | -0.78 | -2.12% |
| Artisan Global Opportunities Advisor | |||