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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$15.37
Change+$1.20 (+8.47%)
VolumeN/A
Net Assets768.33M
Vanguard Small Cap Index InstlPlus
Price$293.10
Change+$25.09 (+9.36%)
VolumeN/A
Net Assets143.36B
JUSMX vs VSCPX Comparison Chart
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JUSMX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. JUSMX (768M). VSCPX pays higher dividends than JUSMX: VSCPX (1.54) vs JUSMX (0.59). JUSMX was incepted earlier than VSCPX: JUSMX (13 years) vs VSCPX (14 years). JUSMX (0.72) is less costly to investors than VSCPX (0.03). JUSMX is a more actively managed with annual turnover of: 61.00 vs. VSCPX (12.00). JUSMX has a lower initial minimum investment than VSCPX: JUSMX (15000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -13.67 vs. JUSMX (-23.99). VSCPX return over 5 years is better than : 56.57 vs. JUSMX (7.23).
| JUSMX | VSCPX | JUSMX / VSCPX | |
| Total Expense Ratio | 0.72 | 0.03 | 2,400% |
| Annual Report Gross Expense Ratio | 0.72 | 0.03 | 2,400% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -21.321 | -19.287 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 143B | 1% |
| Annual Yield % from dividends | 0.59 | 1.54 | 38% |
| Returns for 1 year | -23.99 | -13.67 | 175% |
| Returns for 3 years | -18.72 | -5.10 | 367% |
| Returns for 5 years | 7.23 | 56.57 | 13% |
| Returns for 10 years | -15.09 | 63.65 | -24% |
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