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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$15.31
Change+$0.23 (+1.53%)
VolumeN/A
Net Assets311.26M
Vanguard Small Cap Index Admiral Shares
Price$108.35
Change+$1.72 (+1.61%)
VolumeN/A
Net Assets153.45B
IJSIX vs VSMAX Comparison Chart
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IJSIX vs. VSMAX commentary
Apr 03, 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 IJSIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IJSIX (311M). VSMAX pays higher dividends than IJSIX: VSMAX (1.52) vs IJSIX (0.56). IJSIX was incepted earlier than VSMAX: IJSIX (21 years) vs VSMAX (24 years). IJSIX (0.88) is less costly to investors than VSMAX (0.05). IJSIX is a more actively managed with annual turnover of: 46.00 vs. VSMAX (12.00). IJSIX has a lower initial minimum investment than VSMAX: IJSIX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 0.01 vs. IJSIX (-3.38). VSMAX return over 5 years is better than : 112.52 vs. IJSIX (50.29).
| IJSIX | VSMAX | IJSIX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -8.551 | -7.319 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 153B | 0% |
| Annual Yield % from dividends | 0.56 | 1.52 | 37% |
| Returns for 1 year | -3.38 | 0.01 | -45,511% |
| Returns for 3 years | -23.55 | 4.99 | -472% |
| Returns for 5 years | 50.29 | 112.52 | 45% |
| Returns for 10 years | -27.16 | 89.29 | -30% |
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