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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$16.29
Change+$0.27 (+1.69%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JUSMX vs VSCIX Comparison Chart
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JUSMX vs. VSCIX commentary
May 09, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. JUSMX (857M). VSCIX pays higher dividends than JUSMX: VSCIX (1.57) vs JUSMX (0.60). 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 : -0.06 vs. JUSMX (-13.83). VSCIX return over 5 years is better than : 65.30 vs. JUSMX (14.49).
| 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 | -11.327 | -8.389 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.60 | 1.57 | 38% |
| Returns for 1 year | -13.83 | -0.06 | 22,956% |
| Returns for 3 years | -1.89 | 20.38 | -9% |
| Returns for 5 years | 14.49 | 65.30 | 22% |
| Returns for 10 years | -2.46 | 88.39 | -3% |
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