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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$17.85
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets905.14M
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
JUSMX vs VSCIX Comparison Chart in %
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JUSMX vs. VSCIX commentary
Aug 08, 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: 154B vs. JUSMX (905M). VSCIX pays higher dividends than JUSMX: VSCIX (1.38) vs JUSMX (0.54). 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 : 12.38 vs. JUSMX (-1.03). VSCIX return over 5 years is better than : 54.83 vs. JUSMX (9.68).
| 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 | -0.611 | 0.370 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 154B | 1% |
| Annual Yield % from dividends | 0.54 | 1.38 | 39% |
| Returns for 1 year | -1.03 | 12.38 | -8% |
| Returns for 3 years | 6.66 | 22.83 | 29% |
| Returns for 5 years | 9.68 | 54.83 | 18% |
| Returns for 10 years | 12.23 | 108.15 | 11% |
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