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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$54.83
Change+$0.27 (+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
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. JSERX (3.93B). VSCIX pays higher dividends than JSERX: VSCIX (1.41) vs JSERX (0.46). 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 : 12.26 vs. JSERX (0.77). VSCIX return over 5 years is better than : 69.54 vs. JSERX (4.29).
| 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 | 0.256 | 1.448 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.46 | 1.41 | 33% |
| Returns for 1 year | 0.77 | 12.26 | 6% |
| Returns for 3 years | 2.50 | 37.94 | 7% |
| Returns for 5 years | 4.29 | 69.54 | 6% |
| Returns for 10 years | 13.92 | 109.37 | 13% |
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