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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$60.83
Change-$0.03 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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VS
VS
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Oct 18, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. JSEQX (4.61B). 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 : 28.45 vs. JSEQX (23.59). VSMAX return over 5 years is better than : 59.55 vs. JSEQX (5.46).
| 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 | 12.976 | 13.909 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 152B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 23.59 | 28.45 | 83% |
| Returns for 3 years | -21.13 | 8.07 | -262% |
| Returns for 5 years | 5.46 | 59.55 | 9% |
| Returns for 10 years | N/A | 137.97 | - |
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