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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$54.58
Change-$2.02 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. JSEQX (4.56B). 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 : 19.58 vs. JSEQX (6.88). VSMAX return over 5 years is better than : 53.97 vs. JSEQX (-3.47).
| 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 | 5.068 | 18.049 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 6.88 | 19.58 | 35% |
| Returns for 3 years | -11.24 | 15.80 | -71% |
| Returns for 5 years | -3.47 | 53.97 | -6% |
| Returns for 10 years | N/A | 125.00 | - |
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