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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$17.74
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets905.14M
Vanguard Small Cap Index InstlPlus
Price$333.02
Change-$0.98 (-0.29%)
VolumeN/A
Net Assets154.18B
JUSMX vs VSCPX Comparison Chart in %
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JUSMX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. JUSMX (905M). VSCPX pays higher dividends than JUSMX: VSCPX (1.39) vs JUSMX (0.54). JUSMX was incepted earlier than VSCPX: JUSMX (14 years) vs VSCPX (15 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 : 11.56 vs. JUSMX (0.29). VSCPX return over 5 years is better than : 55.30 vs. JUSMX (9.38).
| 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 | 15 years | - |
| Gain YTD | -0.888 | 0.662 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 154B | 1% |
| Annual Yield % from dividends | 0.54 | 1.39 | 38% |
| Returns for 1 year | 0.29 | 11.56 | 3% |
| Returns for 3 years | 5.68 | 24.26 | 23% |
| Returns for 5 years | 9.38 | 55.30 | 17% |
| Returns for 10 years | 10.71 | 111.61 | 10% |
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