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JUSPX vs VSCIX
JUSPX vs VSCIX Comparison
Open Charts JUSPX vs VSCIX
JPMorgan US Small Company R3
Price$18.95
Change-$0.25 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
JUSPX vs VSCIX Comparison Chart
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JUSPX vs. VSCIX commentary
Nov 18, 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 JUSPX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. JUSPX (1.05B). VSCIX pays higher dividends than JUSPX: VSCIX (1.43) vs JUSPX (0.17). JUSPX was incepted earlier than VSCIX: JUSPX (8 years) vs VSCIX (27 years). JUSPX is a more actively managed with annual turnover of: 83.00 vs. VSCIX (12.00). JUSPX has a lower initial minimum investment than VSCIX: JUSPX (0) vs VSCIX (5000000). VSCIX (30.27) and JUSPX (28.98) have marching annual gain over last year. VSCIX return over 5 years is better than : 55.65 vs. JUSPX (14.87).
| JUSPX | VSCIX | JUSPX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 14.640 | 15.795 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 151B | 1% |
| Annual Yield % from dividends | 0.17 | 1.43 | 12% |
| Returns for 1 year | 28.98 | 30.27 | 96% |
| Returns for 3 years | -24.21 | 4.74 | -511% |
| Returns for 5 years | 14.87 | 55.65 | 27% |
| Returns for 10 years | N/A | 123.35 | - |
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