Ad is loading...
JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$16.29
Change+$0.27 (+1.69%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
JUSMX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. VSCPX commentary
May 09, 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: 140B vs. JUSMX (857M). VSCPX pays higher dividends than JUSMX: VSCPX (1.58) vs JUSMX (0.60). JUSMX was incepted earlier than VSCPX: JUSMX (14 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 (13.00). 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 : -0.07 vs. JUSMX (-13.83). VSCPX return over 5 years is better than : 65.30 vs. JUSMX (14.49).
| 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 | 14 years | 14 years | - |
| Gain YTD | -11.327 | -8.394 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.60 | 1.58 | 38% |
| Returns for 1 year | -13.83 | -0.07 | 20,660% |
| Returns for 3 years | -1.89 | 20.38 | -9% |
| Returns for 5 years | 14.49 | 65.30 | 22% |
| Returns for 10 years | -2.46 | 88.40 | -3% |