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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$15.46
Change-$0.29 (-1.84%)
VolumeN/A
Net Assets310.24M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
IJSIX vs VSMAX Comparison Chart
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IJSIX vs. VSMAX commentary
Jun 15, 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 Hold and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IJSIX (310M). VSMAX pays higher dividends than IJSIX: VSMAX (1.48) vs IJSIX (0.54). 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 : 5.22 vs. IJSIX (0.72). VSMAX return over 5 years is better than : 63.38 vs. IJSIX (15.02).
| 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 | -6.246 | -4.364 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 148B | 0% |
| Annual Yield % from dividends | 0.54 | 1.48 | 37% |
| Returns for 1 year | 0.72 | 5.22 | 14% |
| Returns for 3 years | -6.22 | 31.37 | -20% |
| Returns for 5 years | 15.02 | 63.38 | 24% |
| Returns for 10 years | -26.00 | 93.38 | -28% |
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