JSEPX
Price
$41.22
Change
-$0.22 (-0.53%)
Updated
Aug 29 closing price
Net Assets
3.68B
VSMAX
Price
$121.03
Change
-$0.45 (-0.37%)
Updated
Aug 29 closing price
Net Assets
154.18B
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JSEPX vs VSMAX

Header iconJSEPX vs VSMAX Comparison
Open Charts JSEPX vs VSMAXBanner chart's image
JPMorgan Small Cap Equity R3
Price$41.22
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets3.68B
Vanguard Small Cap Index Admiral Shares
Price$121.03
Change-$0.45 (-0.37%)
VolumeN/A
Net Assets154.18B
JSEPX vs VSMAX Comparison Chart in %
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VS
JSEPX vs. VSMAX commentary
Aug 30, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JSEPX (3.68B). 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 : 9.69 vs. JSEPX (-8.37). VSMAX return over 5 years is better than : 61.19 vs. JSEPX (-15.67).
JSEPXVSMAXJSEPX / VSMAX
Total Expense Ratio1.250.052,500%
Annual Report Gross Expense Ratio1.250.052,500%
Fund Existence9 years25 years-
Gain YTD1.3705.66624%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B154B2%
Annual Yield % from dividends0.151.3711%
Returns for 1 year-8.379.69-86%
Returns for 3 years-7.7834.40-23%
Returns for 5 years-15.6761.19-26%
Returns for 10 yearsN/A137.97-
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