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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$51.53
Change-$0.89 (-1.70%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Nov 14, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. JSERX (3.3B). VSCIX pays higher dividends than JSERX: VSCIX (1.35) vs JSERX (0.47). JSERX was incepted earlier than VSCIX: JSERX (20 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: 52.00 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 : -0.31 vs. JSERX (-16.92). VSCIX return over 5 years is better than : 45.13 vs. JSERX (-18.07).
| 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 | 20 years | 28 years | - |
| Gain YTD | -4.151 | 4.400 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 162B | 2% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | -16.92 | -0.31 | 5,439% |
| Returns for 3 years | -9.92 | 31.99 | -31% |
| Returns for 5 years | -18.07 | 45.13 | -40% |
| Returns for 10 years | 15.82 | 130.72 | 12% |
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