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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$50.65
Change+$1.26 (+2.55%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
May 09, 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 JSEQX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. JSEQX (3.69B). VSMAX pays higher dividends than JSEQX: VSMAX (1.56) vs JSEQX (0.32). JSEQX was incepted earlier than VSMAX: JSEQX (9 years) vs VSMAX (25 years). JSEQX (1.08) is less costly to investors than VSMAX (0.05). JSEQX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). JSEQX has a lower initial minimum investment than VSMAX: JSEQX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. JSEQX (-9.85). VSMAX return over 5 years is better than : 65.26 vs. JSEQX (1.66).
| JSEQX | VSMAX | JSEQX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -8.959 | -8.397 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 140B | 3% |
| Annual Yield % from dividends | 0.32 | 1.56 | 21% |
| Returns for 1 year | -9.85 | -0.07 | 13,676% |
| Returns for 3 years | -8.86 | 20.37 | -43% |
| Returns for 5 years | 1.66 | 65.26 | 3% |
| Returns for 10 years | N/A | 88.31 | - |