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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$17.69
Change-$0.59 (-3.23%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
JUSMX vs VSCIX Comparison Chart
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JUSMX vs. VSCIX commentary
Feb 23, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JUSMX (972M). VSCIX pays higher dividends than JUSMX: VSCIX (1.43) vs JUSMX (0.55). JUSMX was incepted earlier than VSCIX: JUSMX (13 years) vs VSCIX (28 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 : 14.26 vs. JUSMX (-0.72). VSCIX return over 5 years is better than : 48.39 vs. JUSMX (0.55).
| JUSMX | VSCIX | JUSMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -1.777 | 2.397 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 161B | 1% |
| Annual Yield % from dividends | 0.55 | 1.43 | 38% |
| Returns for 1 year | -0.72 | 14.26 | -5% |
| Returns for 3 years | 2.05 | 22.08 | 9% |
| Returns for 5 years | 0.55 | 48.39 | 1% |
| Returns for 10 years | 8.30 | 111.39 | 7% |
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