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JSERX vs VSCPX
JSERX vs VSCPX Comparison
Open Charts JSERX vs VSCPX
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.
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).
| 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 | 0.256 | 1.452 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.46 | 1.42 | 33% |
| Returns for 1 year | 0.77 | 12.26 | 6% |
| Returns for 3 years | 2.50 | 37.96 | 7% |
| Returns for 5 years | 4.29 | 69.56 | 6% |
| Returns for 10 years | 13.92 | 109.40 | 13% |
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