Interact to see
Advertisement
Advertisement
JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$51.24
Change-$0.98 (-1.88%)
VolumeN/A
Net Assets3.83B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JSEQX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSEQX vs. VSMAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JSEQX (3.83B). VSMAX pays higher dividends than JSEQX: VSMAX (1.48) vs JSEQX (0.31). 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 : 6.94 vs. JSEQX (-3.77). VSMAX return over 5 years is better than : 66.05 vs. JSEQX (1.38).
| 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 | -3.742 | -2.800 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 148B | 3% |
| Annual Yield % from dividends | 0.31 | 1.48 | 21% |
| Returns for 1 year | -3.77 | 6.94 | -54% |
| Returns for 3 years | 0.87 | 33.52 | 3% |
| Returns for 5 years | 1.38 | 66.05 | 2% |
| Returns for 10 years | N/A | 96.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement