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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$17.69
Change-$0.59 (-3.23%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
JUSMX vs VSCPX Comparison Chart
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JUSMX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. JUSMX (972M). VSCPX pays higher dividends than JUSMX: VSCPX (1.44) vs JUSMX (0.55). JUSMX was incepted earlier than VSCPX: JUSMX (13 years) vs VSCPX (14 years). JUSMX is a more actively managed with annual turnover of: 83.00 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 : 11.26 vs. JUSMX (-0.72). VSCPX return over 5 years is better than : 44.50 vs. JUSMX (0.55).
| JUSMX | VSCPX | JUSMX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -1.777 | -0.301 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 161B | 1% |
| Annual Yield % from dividends | 0.55 | 1.44 | 38% |
| Returns for 1 year | -0.72 | 11.26 | -6% |
| Returns for 3 years | 2.05 | 18.87 | 11% |
| Returns for 5 years | 0.55 | 44.50 | 1% |
| Returns for 10 years | 8.30 | 105.88 | 8% |
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