Ad is loading...
JSEPX vs VSMAX
JSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAX
JPMorgan Small Cap Equity R3
Price$45.95
Change-$0.43 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSEPX vs VSMAX Comparison Chart
Loading...
JSEPX vs. VSMAX commentary
Sep 21, 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 JSEPX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. JSEPX (4.62B). VSMAX pays higher dividends than JSEPX: VSMAX (1.42) vs JSEPX (1.06). JSEPX was incepted earlier than VSMAX: JSEPX (8 years) vs VSMAX (24 years). JSEPX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). JSEPX has a lower initial minimum investment than VSMAX: JSEPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. JSEPX (18.19). VSMAX return over 5 years is better than : 53.45 vs. JSEPX (-6.96).
| JSEPX | VSMAX | JSEPX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 10.139 | 10.898 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 1.06 | 1.42 | 74% |
| Returns for 1 year | 18.19 | 25.54 | 71% |
| Returns for 3 years | -26.37 | 8.91 | -296% |
| Returns for 5 years | -6.96 | 53.45 | -13% |
| Returns for 10 years | N/A | 121.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSUZX | 25.20 | 0.12 | +0.48% |
| Cohen & Steers Global Infrastructure Z | |||
| IGAAX | 38.38 | -0.23 | -0.60% |
| American Funds Intl Gr and Inc A | |||
| LGCVX | 16.73 | -0.11 | -0.65% |
| Lord Abbett Global Equity R5 | |||
| PSBSX | 27.83 | -0.22 | -0.78% |
| Principal SmallCap R4 | |||
| PCSVX | 20.30 | -0.21 | -1.02% |
| PACE Small/Medium Co Value Equity P | |||