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JSEQX vs VSMAX
JSEQX vs VSMAX Comparison
Open Charts JSEQX vs VSMAX
JPMorgan Small Cap Equity R4
Price$53.90
Change-$1.28 (-2.32%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JSEQX vs VSMAX Comparison Chart
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JSEQX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSEQX (4.27B). 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 : 11.25 vs. JSEQX (-0.62). VSMAX return over 5 years is better than : 44.48 vs. JSEQX (-10.93).
| 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 | -0.645 | -0.304 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | -0.62 | 11.25 | -6% |
| Returns for 3 years | -9.66 | 18.86 | -51% |
| Returns for 5 years | -10.93 | 44.48 | -25% |
| Returns for 10 years | N/A | 105.78 | - |
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