Interact to see
Advertisement
Advertisement
JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$54.85
Change+$0.77 (+1.42%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JSEQX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEQX vs. VSMAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSEQX (3.69B). VSMAX pays higher dividends than JSEQX: VSMAX (1.31) vs JSEQX (0.29). 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 : 13.64 vs. JSEQX (-3.50). VSMAX return over 5 years is better than : 66.80 vs. JSEQX (-3.32).
| 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 | 1.493 | 6.527 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.29 | 1.31 | 22% |
| Returns for 1 year | -3.50 | 13.64 | -26% |
| Returns for 3 years | 1.55 | 39.35 | 4% |
| Returns for 5 years | -3.32 | 66.80 | -5% |
| Returns for 10 years | N/A | 132.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PZVSX | 14.38 | 0.08 | +0.56% |
| Pzena Small Cap Value Investor | |||
| FSLZX | 48.59 | 0.18 | +0.37% |
| Fidelity Advisor Stock Selec Mid Cp Z | |||
| NSCRX | 53.85 | 0.10 | +0.19% |
| Nuveen Small-Cap Value Opps I | |||
| FLUTX | 28.76 | -0.06 | -0.21% |
| Fidelity Advisor Stk Selec Lg Cp Val M | |||
| THCVX | 28.15 | -0.07 | -0.25% |
| Nuveen Large Cap Value Idx I | |||