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JSEPX vs VSCPX
JSEPX vs VSCPX Comparison
Open Charts JSEPX vs VSCPX
JPMorgan Small Cap Equity R3
Price$38.57
Change-$0.74 (-1.88%)
VolumeN/A
Net Assets3.76B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
JSEPX vs VSCPX Comparison Chart
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JSEPX vs. VSCPX commentary
Jun 16, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JSEPX (3.76B). VSCPX pays higher dividends than JSEPX: VSCPX (1.50) vs JSEPX (0.15). JSEPX was incepted earlier than VSCPX: JSEPX (9 years) vs VSCPX (15 years). JSEPX (1.25) is less costly to investors than VSCPX (0.03). JSEPX is a more actively managed with annual turnover of: 19.00 vs. VSCPX (13.00). JSEPX has a lower initial minimum investment than VSCPX: JSEPX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. JSEPX (-8.26). VSCPX return over 5 years is better than : 63.41 vs. JSEPX (-11.51).
| JSEPX | VSCPX | JSEPX / VSCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.03 | 4,167% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -5.651 | -4.355 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 148B | 3% |
| Annual Yield % from dividends | 0.15 | 1.50 | 10% |
| Returns for 1 year | -8.26 | 5.23 | -158% |
| Returns for 3 years | -7.74 | 31.39 | -25% |
| Returns for 5 years | -11.51 | 63.41 | -18% |
| Returns for 10 years | N/A | 93.45 | - |
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