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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$54.21
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets3.58B
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSERX (3.58B). VSMAX pays higher dividends than JSERX: VSMAX (1.31) vs JSERX (0.45). 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: 19.00 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 : 10.49 vs. JSERX (-7.93). VSMAX return over 5 years is better than : 66.40 vs. JSERX (-3.36).
| JSERX | VSMAX | JSERX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -0.841 | 6.588 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 161B | 2% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | -7.93 | 10.49 | -76% |
| Returns for 3 years | -0.34 | 39.11 | -1% |
| Returns for 5 years | -3.36 | 66.40 | -5% |
| Returns for 10 years | 19.11 | 133.25 | 14% |
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