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IJSTX vs VSMAX
IJSTX vs VSMAX Comparison
Open Charts IJSTX vs VSMAX
VY® JPMorgan Small Cap Core Equity S2
Price$12.97
Change-$0.59 (-4.35%)
VolumeN/A
Net Assets294.78M
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
IJSTX vs VSMAX Comparison Chart
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IJSTX vs. VSMAX commentary
Apr 05, 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 IJSTX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IJSTX (295M). VSMAX pays higher dividends than IJSTX: VSMAX (1.52) vs IJSTX (0.07). IJSTX was incepted earlier than VSMAX: IJSTX (23 years) vs VSMAX (24 years). IJSTX (1.28) is less costly to investors than VSMAX (0.05). IJSTX is a more actively managed with annual turnover of: 46.00 vs. VSMAX (12.00). IJSTX has a lower initial minimum investment than VSMAX: IJSTX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. IJSTX (-2.75). VSMAX return over 5 years is better than : 115.95 vs. IJSTX (47.34).
| IJSTX | VSMAX | IJSTX / VSMAX | |
| Total Expense Ratio | 1.28 | 0.05 | 2,560% |
| Annual Report Gross Expense Ratio | 1.28 | 0.05 | 2,560% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -7.225 | -5.824 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 153B | 0% |
| Annual Yield % from dividends | 0.07 | 1.52 | 5% |
| Returns for 1 year | -2.75 | 1.20 | -228% |
| Returns for 3 years | -24.18 | 6.53 | -370% |
| Returns for 5 years | 47.34 | 115.95 | 41% |
| Returns for 10 years | -31.29 | 91.10 | -34% |