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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$53.00
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets3.57B
Vanguard Small Cap Index InstlPlus
Price$332.13
Change-$0.34 (-0.10%)
VolumeN/A
Net Assets154.18B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Aug 10, 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: 154B vs. JSERX (3.57B). VSCPX pays higher dividends than JSERX: VSCPX (1.39) 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 : 9.49 vs. JSERX (-5.75). VSCPX return over 5 years is better than : 54.43 vs. JSERX (-7.45).
| 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 | -3.090 | 0.099 | -3,131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 154B | 2% |
| Annual Yield % from dividends | 0.46 | 1.39 | 33% |
| Returns for 1 year | -5.75 | 9.49 | -61% |
| Returns for 3 years | -8.25 | 24.09 | -34% |
| Returns for 5 years | -7.45 | 54.43 | -14% |
| Returns for 10 years | 10.58 | 109.46 | 10% |
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