JSERX
Price
$55.34
Change
+$0.54 (+0.99%)
Updated
Jul 25 closing price
Net Assets
3.82B
VSCPX
Price
$341.12
Change
+$2.08 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
Interact to see
Advertisement

JSERX vs VSCPX

Header iconJSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPXBanner chart's image
JPMorgan Small Cap Equity R5
Price$55.34
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets3.82B
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
JSERX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JSERX vs. VSCPX 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 VSCPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. JSERX (3.82B). VSCPX pays higher dividends than JSERX: VSCPX (1.42) vs JSERX (0.46). JSERX was incepted earlier than VSCPX: JSERX (19 years) vs VSCPX (15 years). JSERX (0.85) is less costly to investors than VSCPX (0.03). JSERX is a more actively managed with annual turnover of: 19.00 vs. VSCPX (13.00). JSERX has a lower initial minimum investment than VSCPX: JSERX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.49 vs. JSERX (-4.36). VSCPX return over 5 years is better than : 66.90 vs. JSERX (1.03).
JSERXVSCPXJSERX / VSCPX
Total Expense Ratio0.800.032,667%
Annual Report Gross Expense Ratio0.850.032,833%
Fund Existence19 years15 years-
Gain YTD1.1892.80842%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B153B2%
Annual Yield % from dividends0.461.4233%
Returns for 1 year-4.368.49-51%
Returns for 3 years-0.5634.28-2%
Returns for 5 years1.0366.902%
Returns for 10 years16.30115.3114%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PGEOX27.110.10
+0.37%
George Putnam Balanced A
HBLYX15.080.04
+0.27%
Hartford Balanced Income Y
NGJAX18.99-0.04
-0.21%
Nuveen Global Real Estate Securities A
JACRX14.48-0.05
-0.34%
Easterly Global Real Estate C
TGRGX7.53-0.04
-0.53%
Transamerica International Focus I