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JUSSX vs VSCIX
JUSSX vs VSCIX Comparison
Open Charts JUSSX vs VSCIX
JPMorgan US Small Company L
Price$16.89
Change-$0.47 (-2.71%)
VolumeN/A
Net Assets952.61M
Vanguard Small Cap Index I
Price$111.06
Change-$2.79 (-2.45%)
VolumeN/A
Net Assets160.88B
JUSSX vs VSCIX Comparison Chart
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JUSSX vs. VSCIX commentary
Mar 04, 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 JUSSX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JUSSX (953M). VSCIX pays higher dividends than JUSSX: VSCIX (1.43) vs JUSSX (0.47). JUSSX was incepted earlier than VSCIX: JUSSX (31 years) vs VSCIX (28 years). JUSSX is a more actively managed with annual turnover of: 83.00 vs. VSCIX (12.00). JUSSX has a lower initial minimum investment than VSCIX: JUSSX (3000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 7.72 vs. JUSSX (-9.15). VSCIX return over 5 years is better than : 56.95 vs. JUSSX (4.72).
| JUSSX | VSCIX | JUSSX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | -6.219 | -1.129 | 551% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 161B | 1% |
| Annual Yield % from dividends | 0.47 | 1.43 | 33% |
| Returns for 1 year | -9.15 | 7.72 | -119% |
| Returns for 3 years | -3.74 | 16.95 | -22% |
| Returns for 5 years | 4.72 | 56.95 | 8% |
| Returns for 10 years | 3.99 | 107.40 | 4% |