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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$56.04
Change+$0.35 (+0.63%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Jan 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. JSEQX (4.5B). VSMAX pays higher dividends than JSEQX: VSMAX (1.42) vs JSEQX (0.72). JSEQX was incepted earlier than VSMAX: JSEQX (8 years) vs VSMAX (24 years). JSEQX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). 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 : 21.26 vs. JSEQX (7.12). VSMAX return over 5 years is better than : 48.99 vs. JSEQX (-7.50).
| JSEQX | VSMAX | JSEQX / 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 | 3.300 | 3.369 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 7.12 | 21.26 | 34% |
| Returns for 3 years | -10.52 | 17.25 | -61% |
| Returns for 5 years | -7.50 | 48.99 | -15% |
| Returns for 10 years | N/A | 127.10 | - |
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