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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$46.64
Change-$7.59 (-14.00%)
VolumeN/A
Net Assets2.84B
Vanguard Small Cap Index InstlPlus
Price$368.18
Change+$4.12 (+1.13%)
VolumeN/A
Net Assets163.34B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Dec 13, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. JSERX (2.84B). VSCPX pays higher dividends than JSERX: VSCPX (1.34) vs JSERX (0.46). JSERX was incepted earlier than VSCPX: JSERX (20 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: 52.00 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 : 4.24 vs. JSERX (-26.65). VSCPX return over 5 years is better than : 42.79 vs. JSERX (-29.17).
| JSERX | VSCPX | JSERX / VSCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -14.719 | 11.041 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 163B | 2% |
| Annual Yield % from dividends | 0.46 | 1.34 | 35% |
| Returns for 1 year | -26.65 | 4.24 | -628% |
| Returns for 3 years | -18.71 | 41.66 | -45% |
| Returns for 5 years | -29.17 | 42.79 | -68% |
| Returns for 10 years | 11.10 | 153.51 | 7% |
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