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IJSSX vs VSMAX
IJSSX vs VSMAX Comparison
Open Charts IJSSX vs VSMAX
VY® JPMorgan Small Cap Core Equity S
Price$13.89
Change+$1.11 (+8.69%)
VolumeN/A
Net Assets270.69M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
IJSSX vs VSMAX Comparison Chart
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IJSSX vs. VSMAX commentary
Apr 11, 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 IJSSX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. IJSSX (271M). VSMAX pays higher dividends than IJSSX: VSMAX (1.52) vs IJSSX (0.31). IJSSX was incepted earlier than VSMAX: IJSSX (23 years) vs VSMAX (24 years). IJSSX (1.13) is less costly to investors than VSMAX (0.05). IJSSX is a more actively managed with annual turnover of: 46.00 vs. VSMAX (12.00). IJSSX has a lower initial minimum investment than VSMAX: IJSSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. IJSSX (-16.39). VSMAX return over 5 years is better than : 56.52 vs. IJSSX (7.67).
| IJSSX | VSMAX | IJSSX / VSMAX | |
| Total Expense Ratio | 1.13 | 0.05 | 2,260% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -20.125 | -19.288 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 143B | 0% |
| Annual Yield % from dividends | 0.31 | 1.52 | 20% |
| Returns for 1 year | -16.39 | -13.67 | 120% |
| Returns for 3 years | -31.56 | -5.11 | 617% |
| Returns for 5 years | 7.67 | 56.52 | 14% |
| Returns for 10 years | -39.06 | 63.59 | -61% |
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