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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$55.47
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index InstlPlus
Price$353.92
Change+$0.43 (+0.12%)
VolumeN/A
Net Assets161.26B
JSERX vs VSCPX Comparison Chart in %
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JSERX vs. VSCPX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. JSERX (3.69B). VSCPX pays higher dividends than JSERX: VSCPX (1.33) vs JSERX (0.45). 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 : 13.65 vs. JSERX (-3.23). VSCPX return over 5 years is better than : 66.83 vs. JSERX (-2.26).
| 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 | 19 years | 15 years | - |
| Gain YTD | 1.627 | 6.536 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.45 | 1.33 | 34% |
| Returns for 1 year | -3.23 | 13.65 | -24% |
| Returns for 3 years | 2.14 | 39.36 | 5% |
| Returns for 5 years | -2.26 | 66.83 | -3% |
| Returns for 10 years | 21.54 | 133.00 | 16% |
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