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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$53.57
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets3.45B
Vanguard Small Cap Index InstlPlus
Price$357.95
Change+$2.32 (+0.65%)
VolumeN/A
Net Assets162.36B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Oct 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JSERX (3.45B). VSCPX pays higher dividends than JSERX: VSCPX (1.36) vs JSERX (0.46). JSERX was incepted earlier than VSCPX: JSERX (19 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 : 9.37 vs. JSERX (-10.31). VSCPX return over 5 years is better than : 57.98 vs. JSERX (-10.87).
| 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 | 15 years | - |
| Gain YTD | -2.048 | 7.956 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.36 | 34% |
| Returns for 1 year | -10.31 | 9.37 | -110% |
| Returns for 3 years | -1.18 | 42.45 | -3% |
| Returns for 5 years | -10.87 | 57.98 | -19% |
| Returns for 10 years | 17.56 | 139.24 | 13% |
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