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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$51.34
Change+$0.71 (+1.40%)
VolumeN/A
Net Assets3.91B
Vanguard Small Cap Index Admiral Shares
Price$108.35
Change+$1.72 (+1.61%)
VolumeN/A
Net Assets153.45B
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JSEQX (3.91B). VSMAX pays higher dividends than JSEQX: VSMAX (1.52) vs JSEQX (0.31). JSEQX was incepted earlier than VSMAX: JSEQX (9 years) vs VSMAX (24 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 (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 : 0.01 vs. JSEQX (-8.42). VSMAX return over 5 years is better than : 112.52 vs. JSEQX (30.54).
| 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 | 24 years | - |
| Gain YTD | -6.673 | -7.319 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 153B | 3% |
| Annual Yield % from dividends | 0.31 | 1.52 | 21% |
| Returns for 1 year | -8.42 | 0.01 | -113,225% |
| Returns for 3 years | -17.87 | 4.99 | -358% |
| Returns for 5 years | 30.54 | 112.52 | 27% |
| Returns for 10 years | N/A | 89.29 | - |
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