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JUSQX vs VSCIX
JUSQX vs VSCIX Comparison
Open Charts JUSQX vs VSCIX
JPMorgan US Small Company R4
Price$18.31
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JUSQX vs VSCIX Comparison Chart
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JUSQX vs. VSCIX 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 JUSQX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. JUSQX (1.02B). VSCIX pays higher dividends than JUSQX: VSCIX (1.43) vs JUSQX (0.34). JUSQX was incepted earlier than VSCIX: JUSQX (8 years) vs VSCIX (28 years). JUSQX is a more actively managed with annual turnover of: 83.00 vs. VSCIX (12.00). JUSQX has a lower initial minimum investment than VSCIX: JUSQX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. JUSQX (10.41). VSCIX return over 5 years is better than : 49.01 vs. JUSQX (2.75).
| JUSQX | VSCIX | JUSQX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 2.577 | 3.378 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.34 | 1.43 | 23% |
| Returns for 1 year | 10.41 | 21.27 | 49% |
| Returns for 3 years | 0.76 | 17.25 | 4% |
| Returns for 5 years | 2.75 | 49.01 | 6% |
| Returns for 10 years | N/A | 127.16 | - |
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