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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$18.15
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JUSMX vs VSCIX Comparison Chart in %
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JUSMX vs. VSCIX commentary
Jul 28, 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 JUSMX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. JUSMX (941M). VSCIX pays higher dividends than JUSMX: VSCIX (1.41) vs JUSMX (0.54). JUSMX was incepted earlier than VSCIX: JUSMX (14 years) vs VSCIX (28 years). JUSMX (0.72) is less costly to investors than VSCIX (0.04). JUSMX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (13.00). VSCIX has a lower initial minimum investment than JUSMX: VSCIX (5000000) vs JUSMX (15000000). VSCIX annual gain was more profitable for investors over the last year : 8.49 vs. JUSMX (-6.92). VSCIX return over 5 years is better than : 66.87 vs. JUSMX (18.85).
| JUSMX | VSCIX | JUSMX / VSCIX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 0.777 | 2.806 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.54 | 1.41 | 39% |
| Returns for 1 year | -6.92 | 8.49 | -81% |
| Returns for 3 years | 14.35 | 34.26 | 42% |
| Returns for 5 years | 18.85 | 66.87 | 28% |
| Returns for 10 years | 12.17 | 115.25 | 11% |
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