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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$59.95
Change-$0.56 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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JSERX vs VSCPX Comparison Chart
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JSERX vs. VSCPX commentary
Sep 21, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. JSERX (4.62B). VSCPX pays higher dividends than JSERX: VSCPX (1.44) vs JSERX (0.88). JSERX was incepted earlier than VSCPX: JSERX (18 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 : 25.55 vs. JSERX (19.83). VSCPX return over 5 years is better than : 53.49 vs. JSERX (3.65).
| JSERX | VSCPX | JSERX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 10.507 | 10.906 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 0.88 | 1.44 | 61% |
| Returns for 1 year | 19.83 | 25.55 | 78% |
| Returns for 3 years | -19.64 | 8.92 | -220% |
| Returns for 5 years | 3.65 | 53.49 | 7% |
| Returns for 10 years | 26.39 | 121.69 | 22% |
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