Interact to see
Advertisement
Advertisement
JSCZX vs VSCIX
JSCZX vs VSCIX Comparison
Open Charts JSCZX vs VSCIX
JPMorgan US Small Company R2
Price$16.46
Change+$0.14 (+0.86%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSCZX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCZX vs. VSCIX commentary
Jul 07, 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 JSCZX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JSCZX (947M). VSCIX pays higher dividends than JSCZX: VSCIX (1.41) vs JSCZX (0.00). JSCZX was incepted earlier than VSCIX: JSCZX (14 years) vs VSCIX (28 years). JSCZX (1.49) is less costly to investors than VSCIX (0.04). JSCZX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (13.00). JSCZX has a lower initial minimum investment than VSCIX: JSCZX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. JSCZX (-1.97). VSCIX return over 5 years is better than : 69.54 vs. JSCZX (15.35).
| JSCZX | VSCIX | JSCZX / VSCIX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.49 | 0.04 | 3,725% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -0.182 | 1.448 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -1.97 | 12.26 | -16% |
| Returns for 3 years | 15.43 | 37.94 | 41% |
| Returns for 5 years | 15.35 | 69.54 | 22% |
| Returns for 10 years | -1.19 | 109.37 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement