JSERX
Price
$53.36
Change
-$0.06 (-0.11%)
Updated
Oct 6 closing price
Net Assets
3.5B
VSCPX
Price
$357.14
Change
+$0.61 (+0.17%)
Updated
Oct 6 closing price
Net Assets
162.36B
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JSERX vs VSCPX

Header iconJSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPXBanner chart's image
JPMorgan Small Cap Equity R5
Price$53.36
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets3.5B
Vanguard Small Cap Index InstlPlus
Price$357.14
Change+$0.61 (+0.17%)
VolumeN/A
Net Assets162.36B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Oct 07, 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 Buy and VSCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JSERX (3.5B). 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: 19.00 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 : 9.34 vs. JSERX (-10.32). VSCPX return over 5 years is better than : 60.82 vs. JSERX (-8.36).
JSERXVSCPXJSERX / VSCPX
Total Expense Ratio0.800.032,667%
Annual Report Gross Expense Ratio0.850.032,833%
Fund Existence19 years15 years-
Gain YTD-2.3227.528-31%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B162B2%
Annual Yield % from dividends0.461.3634%
Returns for 1 year-10.329.34-110%
Returns for 3 years3.9548.448%
Returns for 5 years-8.3660.82-14%
Returns for 10 years15.17134.1411%
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