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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$55.11
Change-$2.04 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
JSERX vs VSCPX Comparison Chart
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JSERX vs. VSCPX commentary
Dec 19, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. JSERX (4.56B). 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 : 19.60 vs. JSERX (7.17). VSCPX return over 5 years is better than : 54.01 vs. JSERX (-2.43).
| 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 | 5.346 | 18.058 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.88 | 1.44 | 61% |
| Returns for 1 year | 7.17 | 19.60 | 37% |
| Returns for 3 years | -10.74 | 15.81 | -68% |
| Returns for 5 years | -2.43 | 54.01 | -5% |
| Returns for 10 years | 24.12 | 125.14 | 19% |