JSERX
Price
$53.57
Change
+$0.17 (+0.32%)
Updated
Oct 24 closing price
Net Assets
3.45B
VSMAX
Price
$124.02
Change
+$0.81 (+0.66%)
Updated
Oct 24 closing price
Net Assets
162.36B
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JSERX vs VSMAX

Header iconJSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAXBanner chart's image
JPMorgan Small Cap Equity R5
Price$53.57
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets3.45B
Vanguard Small Cap Index Admiral Shares
Price$124.02
Change+$0.81 (+0.66%)
VolumeN/A
Net Assets162.36B
JSERX vs VSMAX Comparison Chart in %
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VS
JSERX vs. VSMAX commentary
Oct 28, 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 JSERX is a Hold and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSERX (3.45B). VSMAX pays higher dividends than JSERX: VSMAX (1.34) vs JSERX (0.46). JSERX was incepted earlier than VSMAX: JSERX (19 years) vs VSMAX (25 years). JSERX (0.85) is less costly to investors than VSMAX (0.05). JSERX is a more actively managed with annual turnover of: 52.00 vs. VSMAX (13.00). JSERX has a lower initial minimum investment than VSMAX: JSERX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.37 vs. JSERX (-10.31). VSMAX return over 5 years is better than : 57.94 vs. JSERX (-10.87).
JSERXVSMAXJSERX / VSMAX
Total Expense Ratio0.800.051,600%
Annual Report Gross Expense Ratio0.850.051,700%
Fund Existence19 years25 years-
Gain YTD-2.0487.949-26%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.45B162B2%
Annual Yield % from dividends0.461.3435%
Returns for 1 year-10.319.37-110%
Returns for 3 years-1.1842.43-3%
Returns for 5 years-10.8757.94-19%
Returns for 10 years17.56139.1513%
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