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JSERX vs VSCIX
JSERX vs VSCIX Comparison
Open Charts JSERX vs VSCIX
JPMorgan Small Cap Equity R5
Price$46.16
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets3.22B
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
JSERX vs VSCIX Comparison Chart in %
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JSERX vs. VSCIX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 163B vs. JSERX (3.22B). VSCIX pays higher dividends than JSERX: VSCIX (1.33) vs JSERX (0.46). JSERX was incepted earlier than VSCIX: JSERX (20 years) vs VSCIX (28 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 : 8.24 vs. JSERX (-16.62). VSCIX return over 5 years is better than : 36.51 vs. JSERX (-32.28).
| 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 | 28 years | - |
| Gain YTD | -15.597 | 9.858 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 163B | 2% |
| Annual Yield % from dividends | 0.46 | 1.33 | 35% |
| Returns for 1 year | -16.62 | 8.24 | -202% |
| Returns for 3 years | -6.84 | 44.96 | -15% |
| Returns for 5 years | -32.28 | 36.51 | -88% |
| Returns for 10 years | 8.30 | 143.93 | 6% |
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