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JSEZX vs VSCIX
JSEZX vs VSCIX Comparison
Open Charts JSEZX vs VSCIX
JPMorgan Small Cap Equity R2
Price$39.09
Change-$0.22 (-0.56%)
VolumeN/A
Net Assets3.6B
Vanguard Small Cap Index I
Price$122.54
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
JSEZX vs VSCIX Comparison Chart in %
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JSEZX vs. VSCIX commentary
Sep 16, 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 JSEZX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JSEZX (3.6B). VSCIX pays higher dividends than JSEZX: VSCIX (1.32) vs JSEZX (0.00). JSEZX was incepted earlier than VSCIX: JSEZX (17 years) vs VSCIX (28 years). JSEZX (1.53) is less costly to investors than VSCIX (0.04). JSEZX is a more actively managed with annual turnover of: 19.00 vs. VSCIX (13.00). JSEZX has a lower initial minimum investment than VSCIX: JSEZX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 11.12 vs. JSEZX (-10.33). VSCIX return over 5 years is better than : 65.42 vs. JSEZX (-16.86).
| JSEZX | VSCIX | JSEZX / VSCIX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.53 | 0.04 | 3,825% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -0.782 | 6.485 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 161B | 2% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -10.33 | 11.12 | -93% |
| Returns for 3 years | -8.56 | 38.98 | -22% |
| Returns for 5 years | -16.86 | 65.42 | -26% |
| Returns for 10 years | -4.03 | 133.06 | -3% |
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