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JUSMX vs VSCPX
JUSMX vs VSCPX Comparison
Open Charts JUSMX vs VSCPX
JPMorgan US Small Company R6
Price$18.06
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
JUSMX vs VSCPX Comparison Chart in %
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JUSMX 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 JUSMX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. JUSMX (947M). VSCPX pays higher dividends than JUSMX: VSCPX (1.42) vs JUSMX (0.54). 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: 61.00 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 : 12.26 vs. JUSMX (-0.53). VSCPX return over 5 years is better than : 69.56 vs. JUSMX (22.58).
| 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 | 0.278 | 1.452 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.54 | 1.42 | 38% |
| Returns for 1 year | -0.53 | 12.26 | -4% |
| Returns for 3 years | 18.58 | 37.96 | 49% |
| Returns for 5 years | 22.58 | 69.56 | 32% |
| Returns for 10 years | 9.48 | 109.40 | 9% |
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