Interact to see
Advertisement
Advertisement
JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$18.76
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets948.86M
Vanguard Small Cap Index I
Price$120.14
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
JUSMX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. VSCIX commentary
Sep 04, 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 JUSMX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. JUSMX (949M). VSCIX pays higher dividends than JUSMX: VSCIX (1.32) vs JUSMX (0.51). JUSMX was incepted earlier than VSCIX: JUSMX (14 years) vs VSCIX (28 years). JUSMX (0.72) is less costly to investors than VSCIX (0.04). JUSMX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (13.00). VSCIX has a lower initial minimum investment than JUSMX: VSCIX (5000000) vs JUSMX (15000000). VSCIX annual gain was more profitable for investors over the last year : 10.82 vs. JUSMX (-0.28). VSCIX return over 5 years is better than : 63.90 vs. JUSMX (15.01).
| JUSMX | VSCIX | JUSMX / VSCIX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 4.275 | 4.676 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 154B | 1% |
| Annual Yield % from dividends | 0.51 | 1.32 | 38% |
| Returns for 1 year | -0.28 | 10.82 | -3% |
| Returns for 3 years | 18.24 | 35.99 | 51% |
| Returns for 5 years | 15.01 | 63.90 | 23% |
| Returns for 10 years | 25.12 | 134.24 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement