Ad is loading...
JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$15.37
Change+$1.20 (+8.47%)
VolumeN/A
Net Assets768.33M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
JUSMX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. VSCIX commentary
Apr 11, 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: 143B vs. JUSMX (768M). VSCIX pays higher dividends than JUSMX: VSCIX (1.53) vs JUSMX (0.59). JUSMX was incepted earlier than VSCIX: JUSMX (13 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 (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 : -13.68 vs. JUSMX (-23.99). VSCIX return over 5 years is better than : 56.55 vs. JUSMX (7.23).
| 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 | 13 years | 28 years | - |
| Gain YTD | -21.321 | -19.289 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 143B | 1% |
| Annual Yield % from dividends | 0.59 | 1.53 | 38% |
| Returns for 1 year | -23.99 | -13.68 | 175% |
| Returns for 3 years | -18.72 | -5.11 | 367% |
| Returns for 5 years | 7.23 | 56.55 | 13% |
| Returns for 10 years | -15.09 | 63.61 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...