JSERX
Price
$54.83
Change
+$0.27 (+0.49%)
Updated
Jul 3 closing price
Net Assets
3.93B
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JSERX vs VSCPX

Header iconJSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPXBanner chart's image
JPMorgan Small Cap Equity R5
Price$54.83
Change+$0.27 (+0.49%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JSERX (3.93B). 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 : 12.26 vs. JSERX (0.77). VSCPX return over 5 years is better than : 69.56 vs. JSERX (4.29).
JSERXVSCPXJSERX / VSCPX
Total Expense Ratio0.800.032,667%
Annual Report Gross Expense Ratio0.850.032,833%
Fund Existence19 years15 years-
Gain YTD0.2561.45218%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B148B3%
Annual Yield % from dividends0.461.4233%
Returns for 1 year0.7712.266%
Returns for 3 years2.5037.967%
Returns for 5 years4.2969.566%
Returns for 10 years13.92109.4013%
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