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JSECX vs VSMAX
JSECX vs VSMAX Comparison
Open Charts JSECX vs VSMAX
JPMorgan Small Cap Equity C
Price$25.93
Change-$0.25 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JSECX vs VSMAX Comparison Chart
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VS
VS
JSECX vs. VSMAX commentary
Nov 18, 2024
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 JSECX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. JSECX (4.63B). VSMAX pays higher dividends than JSECX: VSMAX (1.42) vs JSECX (1.08). JSECX was incepted earlier than VSMAX: JSECX (20 years) vs VSMAX (24 years). JSECX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). JSECX has a lower initial minimum investment than VSMAX: JSECX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. JSECX (17.48). VSMAX return over 5 years is better than : 55.62 vs. JSECX (-29.85).
| JSECX | VSMAX | JSECX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 13.083 | 15.803 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 1.08 | 1.42 | 76% |
| Returns for 1 year | 17.48 | 30.28 | 58% |
| Returns for 3 years | -45.48 | 4.74 | -960% |
| Returns for 5 years | -29.85 | 55.62 | -54% |
| Returns for 10 years | -30.69 | 123.30 | -25% |
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