JSEPX
Price
$40.89
Change
+$0.20 (+0.49%)
Updated
Jul 3 closing price
Net Assets
3.93B
VSCIX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JSEPX vs VSCIX

Header iconJSEPX vs VSCIX Comparison
Open Charts JSEPX vs VSCIXBanner chart's image
JPMorgan Small Cap Equity R3
Price$40.89
Change+$0.20 (+0.49%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSEPX vs VSCIX Comparison Chart in %
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JSEPX vs. VSCIX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JSEPX (3.93B). VSCIX pays higher dividends than JSEPX: VSCIX (1.41) 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: 19.00 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 : 12.26 vs. JSEPX (-2.39). VSCIX return over 5 years is better than : 69.54 vs. JSEPX (-8.24).
JSEPXVSCIXJSEPX / VSCIX
Total Expense Ratio1.250.043,125%
Annual Report Gross Expense Ratio1.250.043,125%
Fund Existence9 years28 years-
Gain YTD0.0241.4482%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B148B3%
Annual Yield % from dividends0.151.4111%
Returns for 1 year-2.3912.26-20%
Returns for 3 years-4.9937.94-13%
Returns for 5 years-8.2469.54-12%
Returns for 10 yearsN/A109.37-
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