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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$47.62
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets3.21B
Vanguard Small Cap Index I
Price$130.85
Change+$0.29 (+0.22%)
VolumeN/A
Net Assets162.31B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Jan 16, 2026
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 (3.21B). VSCIX pays higher dividends than JSERX: VSCIX (1.34) vs JSERX (0.44). JSERX was incepted earlier than VSCIX: JSERX (20 years) vs VSCIX (29 years). JSERX (0.84) 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 : 13.00 vs. JSERX (-12.91). VSCIX return over 5 years is better than : 35.07 vs. JSERX (-32.72).
| JSERX | VSCIX | JSERX / VSCIX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 5.401 | 5.883 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 162B | 2% |
| Annual Yield % from dividends | 0.44 | 1.34 | 32% |
| Returns for 1 year | -12.91 | 13.00 | -99% |
| Returns for 3 years | -9.54 | 40.83 | -23% |
| Returns for 5 years | -32.72 | 35.07 | -93% |
| Returns for 10 years | 24.20 | 186.07 | 13% |
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