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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$51.15
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets3.75B
Vanguard Small Cap Index InstlPlus
Price$312.32
Change-$1.17 (-0.37%)
VolumeN/A
Net Assets139.54B
JSERX vs VSCPX Comparison Chart
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JSERX vs. VSCPX commentary
May 25, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. JSERX (3.75B). VSCPX pays higher dividends than JSERX: VSCPX (1.58) vs JSERX (0.50). JSERX was incepted earlier than VSCPX: JSERX (19 years) vs VSCPX (14 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 : 2.82 vs. JSERX (-6.86). VSCPX return over 5 years is better than : 66.81 vs. JSERX (3.15).
| 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 | 14 years | - |
| Gain YTD | -6.473 | -5.942 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 140B | 3% |
| Annual Yield % from dividends | 0.50 | 1.58 | 32% |
| Returns for 1 year | -6.86 | 2.82 | -243% |
| Returns for 3 years | -4.95 | 23.68 | -21% |
| Returns for 5 years | 3.15 | 66.81 | 5% |
| Returns for 10 years | 6.21 | 92.46 | 7% |
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