JSEPX
Price
$40.89
Change
+$0.20 (+0.49%)
Updated
Jul 3 closing price
Net Assets
3.93B
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JSEPX vs VSCPX

Header iconJSEPX vs VSCPX Comparison
Open Charts JSEPX vs VSCPXBanner 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 InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
JSEPX vs VSCPX Comparison Chart in %
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JSEPX vs. VSCPX 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 VSCPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JSEPX (3.93B). VSCPX pays higher dividends than JSEPX: VSCPX (1.42) 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 : 12.26 vs. JSEPX (-2.39). VSCPX return over 5 years is better than : 69.56 vs. JSEPX (-8.24).
JSEPXVSCPXJSEPX / VSCPX
Total Expense Ratio1.250.034,167%
Annual Report Gross Expense Ratio1.250.034,167%
Fund Existence9 years15 years-
Gain YTD0.0241.4522%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B148B3%
Annual Yield % from dividends0.151.4211%
Returns for 1 year-2.3912.26-19%
Returns for 3 years-4.9937.96-13%
Returns for 5 years-8.2469.56-12%
Returns for 10 yearsN/A109.40-
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