Interact to see
Advertisement
Advertisement
JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$55.47
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index I
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
JSERX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. VSCIX commentary
Sep 09, 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 JSERX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. JSERX (3.69B). VSCIX pays higher dividends than JSERX: VSCIX (1.32) vs JSERX (0.45). JSERX was incepted earlier than VSCIX: JSERX (19 years) vs VSCIX (28 years). JSERX (0.85) is less costly to investors than VSCIX (0.04). JSERX is a more actively managed with annual turnover of: 19.00 vs. VSCIX (13.00). JSERX has a lower initial minimum investment than VSCIX: JSERX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 13.65 vs. JSERX (-3.23). VSCIX return over 5 years is better than : 66.81 vs. JSERX (-2.26).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 1.627 | 6.537 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.45 | 1.32 | 34% |
| Returns for 1 year | -3.23 | 13.65 | -24% |
| Returns for 3 years | 2.14 | 39.36 | 5% |
| Returns for 5 years | -2.26 | 66.81 | -3% |
| Returns for 10 years | 21.54 | 132.96 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers