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JSECX vs VSMAX
JSECX vs VSMAX Comparison
Open Charts JSECX vs VSMAX
JPMorgan Small Cap Equity C
Price$21.01
Change+$0.19 (+0.91%)
VolumeN/A
Net Assets4.48B
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
JSECX vs VSMAX Comparison Chart
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VS
VS
JSECX vs. VSMAX commentary
Jan 31, 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 JSECX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. JSECX (4.49B). 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 : 20.35 vs. JSECX (-6.12). VSMAX return over 5 years is better than : 55.98 vs. JSECX (-41.14).
| 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 | 4.010 | 3.638 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 155B | 3% |
| Annual Yield % from dividends | 1.08 | 1.42 | 76% |
| Returns for 1 year | -6.12 | 20.35 | -30% |
| Returns for 3 years | -32.60 | 20.91 | -156% |
| Returns for 5 years | -41.14 | 55.98 | -73% |
| Returns for 10 years | -36.24 | 124.89 | -29% |
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