Ad is loading...
JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$18.48
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
JUSMX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. VSCPX commentary
Jan 19, 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: 155B vs. JUSMX (1.02B). 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 : 21.27 vs. JUSMX (10.76). VSCPX return over 5 years is better than : 49.02 vs. JUSMX (4.17).
| 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 | 2.610 | 3.376 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.55 | 1.44 | 38% |
| Returns for 1 year | 10.76 | 21.27 | 51% |
| Returns for 3 years | 1.40 | 17.26 | 8% |
| Returns for 5 years | 4.17 | 49.02 | 9% |
| Returns for 10 years | 19.16 | 127.24 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers