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IJSTX vs VSMAX
IJSTX vs VSMAX Comparison
Open Charts IJSTX vs VSMAX
VY® JPMorgan Small Cap Core Equity S2
Price$13.79
Change+$0.26 (+1.92%)
VolumeN/A
Net Assets292.54M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
IJSTX vs VSMAX Comparison Chart
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IJSTX vs. VSMAX commentary
Apr 25, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. IJSTX (293M). 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 : -2.34 vs. IJSTX (-6.11). VSMAX return over 5 years is better than : 71.79 vs. IJSTX (18.52).
| 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 | -13.491 | -12.239 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 143B | 0% |
| Annual Yield % from dividends | 0.07 | 1.52 | 5% |
| Returns for 1 year | -6.11 | -2.34 | 261% |
| Returns for 3 years | -25.81 | 4.74 | -545% |
| Returns for 5 years | 18.52 | 71.79 | 26% |
| Returns for 10 years | -35.38 | 79.09 | -45% |
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