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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$55.34
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets3.82B
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Jul 28, 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: 153B vs. JSERX (3.82B). 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 : 8.49 vs. JSERX (-4.36). VSCIX return over 5 years is better than : 66.87 vs. JSERX (1.03).
| 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 | 1.189 | 2.806 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 153B | 2% |
| Annual Yield % from dividends | 0.46 | 1.41 | 33% |
| Returns for 1 year | -4.36 | 8.49 | -51% |
| Returns for 3 years | -0.56 | 34.26 | -2% |
| Returns for 5 years | 1.03 | 66.87 | 2% |
| Returns for 10 years | 16.30 | 115.25 | 14% |
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