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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$56.50
Change+$0.36 (+0.64%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
JSERX vs VSCPX Comparison Chart
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JSERX vs. VSCPX commentary
Jan 19, 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: 155B vs. JSERX (4.5B). 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 : 21.27 vs. JSERX (7.41). VSCPX return over 5 years is better than : 49.02 vs. JSERX (-6.49).
| 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 | 3.310 | 3.376 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.88 | 1.44 | 61% |
| Returns for 1 year | 7.41 | 21.27 | 35% |
| Returns for 3 years | -10.01 | 17.26 | -58% |
| Returns for 5 years | -6.49 | 49.02 | -13% |
| Returns for 10 years | 25.10 | 127.24 | 20% |