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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$48.44
Change-$3.34 (-6.45%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
JSERX vs VSCPX Comparison Chart
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JSERX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. JSERX (3.96B). VSCPX pays higher dividends than JSERX: VSCPX (1.54) vs JSERX (0.48). JSERX was incepted earlier than VSCPX: JSERX (19 years) vs VSCPX (14 years). JSERX (0.85) is less costly to investors than VSCPX (0.03). JSERX is a more actively managed with annual turnover of: 19.00 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 : 1.20 vs. JSERX (-7.06). VSCPX return over 5 years is better than : 116.00 vs. JSERX (33.80).
| 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 | 19 years | 14 years | - |
| Gain YTD | -5.321 | -5.825 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 153B | 3% |
| Annual Yield % from dividends | 0.48 | 1.54 | 31% |
| Returns for 1 year | -7.06 | 1.20 | -586% |
| Returns for 3 years | -16.16 | 6.53 | -247% |
| Returns for 5 years | 33.80 | 116.00 | 29% |
| Returns for 10 years | 5.86 | 91.20 | 6% |