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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$61.33
Change-$0.59 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Nov 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. JSEQX (4.63B). 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 : 30.28 vs. JSEQX (23.35). VSMAX return over 5 years is better than : 55.62 vs. JSEQX (3.22).
| 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 | 13.848 | 15.803 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 23.35 | 30.28 | 77% |
| Returns for 3 years | -24.16 | 4.74 | -510% |
| Returns for 5 years | 3.22 | 55.62 | 6% |
| Returns for 10 years | N/A | 123.30 | - |
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