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JUSMX vs VSCIX
JUSMX vs VSCIX Comparison
Open Charts JUSMX vs VSCIX
JPMorgan US Small Company R6
Price$19.68
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets997.22M
Vanguard Small Cap Index I
Price$130.85
Change+$0.29 (+0.22%)
VolumeN/A
Net Assets162.31B
JUSMX vs VSCIX Comparison Chart in %
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JUSMX vs. VSCIX commentary
Jan 15, 2026
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. JUSMX (997M). VSCIX pays higher dividends than JUSMX: VSCIX (1.34) vs JUSMX (0.44). JUSMX was incepted earlier than VSCIX: JUSMX (14 years) vs VSCIX (29 years). JUSMX (0.72) is less costly to investors than VSCIX (0.04). JUSMX is a more actively managed with annual turnover of: 104.00 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 : 13.00 vs. JUSMX (9.84). VSCIX return over 5 years is better than : 35.07 vs. JUSMX (-8.33).
| 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 | 29 years | - |
| Gain YTD | 6.898 | 5.883 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 162B | 1% |
| Annual Yield % from dividends | 0.44 | 1.34 | 32% |
| Returns for 1 year | 9.84 | 13.00 | 76% |
| Returns for 3 years | 22.66 | 40.83 | 55% |
| Returns for 5 years | -8.33 | 35.07 | -24% |
| Returns for 10 years | 51.30 | 186.07 | 28% |
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