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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$18.09
Change-$0.87 (-4.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JUSMX vs VSCIX Comparison Chart
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JUSMX vs. VSCIX commentary
Dec 19, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. JUSMX (1.07B). VSCIX pays higher dividends than JUSMX: VSCIX (1.43) vs JUSMX (0.55). JUSMX was incepted earlier than VSCIX: JUSMX (13 years) vs VSCIX (27 years). JUSMX is a more actively managed with annual turnover of: 83.00 vs. VSCIX (12.00). 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 : 19.59 vs. JUSMX (11.22). VSCIX return over 5 years is better than : 53.99 vs. JUSMX (8.55).
| JUSMX | VSCIX | JUSMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 9.028 | 18.051 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 167B | 1% |
| Annual Yield % from dividends | 0.55 | 1.43 | 38% |
| Returns for 1 year | 11.22 | 19.59 | 57% |
| Returns for 3 years | 2.01 | 15.81 | 13% |
| Returns for 5 years | 8.55 | 53.99 | 16% |
| Returns for 10 years | 20.08 | 125.06 | 16% |
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