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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$17.03
Change+$0.24 (+1.43%)
VolumeN/A
Net Assets887.21M
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
JUSMX vs VSCIX Comparison Chart
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JUSMX vs. VSCIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JUSMX (887M). VSCIX pays higher dividends than JUSMX: VSCIX (1.49) vs JUSMX (0.57). 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 : 5.16 vs. JUSMX (-8.23). VSCIX return over 5 years is better than : 52.41 vs. JUSMX (5.09).
| 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 | -6.774 | -4.051 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 148B | 1% |
| Annual Yield % from dividends | 0.57 | 1.49 | 38% |
| Returns for 1 year | -8.23 | 5.16 | -160% |
| Returns for 3 years | -1.35 | 16.72 | -8% |
| Returns for 5 years | 5.09 | 52.41 | 10% |
| Returns for 10 years | 1.84 | 96.66 | 2% |
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