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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$18.09
Change-$0.87 (-4.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
JUSMX vs VSCPX Comparison Chart
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JUSMX vs. VSCPX commentary
Dec 19, 2024
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: 167B vs. JUSMX (1.07B). 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 : 19.60 vs. JUSMX (11.22). VSCPX return over 5 years is better than : 54.01 vs. JUSMX (8.55).
| 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 | 9.028 | 18.058 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 167B | 1% |
| Annual Yield % from dividends | 0.55 | 1.44 | 38% |
| Returns for 1 year | 11.22 | 19.60 | 57% |
| Returns for 3 years | 2.01 | 15.81 | 13% |
| Returns for 5 years | 8.55 | 54.01 | 16% |
| Returns for 10 years | 20.08 | 125.14 | 16% |