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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$19.48
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets967.56M
Vanguard Small Cap Index InstlPlus
Price$350.16
Change-$0.09 (-0.03%)
VolumeN/A
Net Assets162.36B
JUSMX vs VSCPX Comparison Chart in %
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JUSMX vs. VSCPX commentary
Oct 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. JUSMX (968M). VSCPX pays higher dividends than JUSMX: VSCPX (1.36) vs JUSMX (0.49). JUSMX was incepted earlier than VSCPX: JUSMX (14 years) vs VSCPX (15 years). JUSMX (0.72) is less costly to investors than VSCPX (0.03). JUSMX is a more actively managed with annual turnover of: 104.00 vs. VSCPX (13.00). JUSMX has a lower initial minimum investment than VSCPX: JUSMX (15000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 4.95 vs. JUSMX (-1.90). VSCPX return over 5 years is better than : 55.49 vs. JUSMX (11.28).
| JUSMX | VSCPX | JUSMX / VSCPX | |
| Total Expense Ratio | 0.72 | 0.03 | 2,400% |
| Annual Report Gross Expense Ratio | 0.72 | 0.03 | 2,400% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 8.162 | 5.606 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 162B | 1% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | -1.90 | 4.95 | -38% |
| Returns for 3 years | 24.75 | 42.04 | 59% |
| Returns for 5 years | 11.28 | 55.49 | 20% |
| Returns for 10 years | 25.30 | 130.96 | 19% |
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