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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$15.22
Change-$0.44 (-2.81%)
VolumeN/A
Net Assets317.57M
Vanguard Small Cap Index Admiral Shares
Price$108.68
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
IJSIX vs VSMAX Comparison Chart
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IJSIX vs. VSMAX commentary
May 22, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. IJSIX (318M). VSMAX pays higher dividends than IJSIX: VSMAX (1.56) vs IJSIX (0.57). IJSIX was incepted earlier than VSMAX: IJSIX (21 years) vs VSMAX (25 years). IJSIX (0.88) is less costly to investors than VSMAX (0.05). IJSIX is a more actively managed with annual turnover of: 55.00 vs. VSMAX (13.00). 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 : 3.93 vs. IJSIX (-0.43). VSMAX return over 5 years is better than : 72.27 vs. IJSIX (20.95).
| 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 | 25 years | - |
| Gain YTD | -5.033 | -2.861 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 140B | 0% |
| Annual Yield % from dividends | 0.57 | 1.56 | 37% |
| Returns for 1 year | -0.43 | 3.93 | -11% |
| Returns for 3 years | -8.68 | 27.20 | -32% |
| Returns for 5 years | 20.95 | 72.27 | 29% |
| Returns for 10 years | -24.35 | 96.62 | -25% |
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