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JSEPX vs VSMAX
JSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAX
JPMorgan Small Cap Equity R3
Price$40.18
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets3.63B
Vanguard Small Cap Index Admiral Shares
Price$115.72
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
JSEPX vs VSMAX Comparison Chart in %
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JSEPX vs. VSMAX commentary
Aug 06, 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 JSEPX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JSEPX (3.63B). VSMAX pays higher dividends than JSEPX: VSMAX (1.37) vs JSEPX (0.15). JSEPX was incepted earlier than VSMAX: JSEPX (9 years) vs VSMAX (25 years). JSEPX (1.25) is less costly to investors than VSMAX (0.05). JSEPX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). 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 : 12.72 vs. JSEPX (-5.65). VSMAX return over 5 years is better than : 56.32 vs. JSEPX (-16.52).
| JSEPX | VSMAX | JSEPX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -1.908 | 0.586 | -326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 153B | 2% |
| Annual Yield % from dividends | 0.15 | 1.37 | 11% |
| Returns for 1 year | -5.65 | 12.72 | -44% |
| Returns for 3 years | -14.31 | 24.16 | -59% |
| Returns for 5 years | -16.52 | 56.32 | -29% |
| Returns for 10 years | N/A | 111.38 | - |
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