Interact to see
Advertisement
Advertisement
JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
JPMorgan Small Cap Equity R5
Price$51.53
Change-$0.89 (-1.70%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Index InstlPlus
Price$346.17
Change-$7.85 (-2.22%)
VolumeN/A
Net Assets161.58B
JSERX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. VSCPX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JSERX (3.3B). VSCPX pays higher dividends than JSERX: VSCPX (1.36) vs JSERX (0.47). 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 : 1.46 vs. JSERX (-16.92). VSCPX return over 5 years is better than : 48.44 vs. JSERX (-18.07).
| 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 | -4.151 | 6.771 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 162B | 2% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | -16.92 | 1.46 | -1,161% |
| Returns for 3 years | -9.92 | 33.28 | -30% |
| Returns for 5 years | -18.07 | 48.44 | -37% |
| Returns for 10 years | 15.82 | 138.39 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement