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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$54.23
Change-$0.59 (-1.08%)
VolumeN/A
Net Assets3.95B
Vanguard Small Cap Index Admiral Shares
Price$116.13
Change-$1.19 (-1.01%)
VolumeN/A
Net Assets153.28B
JSEQX vs VSMAX Comparison Chart in %
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JSEQX vs. VSMAX commentary
Jul 12, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JSEQX (3.95B). VSMAX pays higher dividends than JSEQX: VSMAX (1.40) vs JSEQX (0.30). 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 : 9.88 vs. JSEQX (-1.28). VSMAX return over 5 years is better than : 70.79 vs. JSEQX (4.85).
| 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 | 1.051 | 2.047 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 153B | 3% |
| Annual Yield % from dividends | 0.30 | 1.40 | 21% |
| Returns for 1 year | -1.28 | 9.88 | -13% |
| Returns for 3 years | 3.23 | 39.07 | 8% |
| Returns for 5 years | 4.85 | 70.79 | 7% |
| Returns for 10 years | N/A | 107.04 | - |
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