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JSEPX vs VSCIX
JSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIX
JPMorgan Small Cap Equity R3
Price$39.72
Change+$0.47 (+1.20%)
VolumeN/A
Net Assets3.32B
Vanguard Small Cap Index I
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JSEPX vs VSCIX Comparison Chart in %
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JSEPX vs. VSCIX commentary
Dec 05, 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 JSEPX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. JSEPX (3.32B). VSCIX pays higher dividends than JSEPX: VSCIX (1.33) vs JSEPX (0.15). JSEPX was incepted earlier than VSCIX: JSEPX (9 years) vs VSCIX (28 years). JSEPX (1.25) is less costly to investors than VSCIX (0.04). JSEPX is a more actively managed with annual turnover of: 52.00 vs. VSCIX (13.00). JSEPX has a lower initial minimum investment than VSCIX: JSEPX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 0.21 vs. JSEPX (-19.35). VSCIX return over 5 years is better than : 39.61 vs. JSEPX (-30.25).
| JSEPX | VSCIX | JSEPX / VSCIX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,125% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.838 | 8.004 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 162B | 2% |
| Annual Yield % from dividends | 0.15 | 1.33 | 11% |
| Returns for 1 year | -19.35 | 0.21 | -9,315% |
| Returns for 3 years | -16.15 | 33.25 | -49% |
| Returns for 5 years | -30.25 | 39.61 | -76% |
| Returns for 10 years | N/A | 133.97 | - |
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