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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
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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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.
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).
| 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 | -2.048 | 7.949 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.34 | 35% |
| Returns for 1 year | -10.31 | 9.37 | -110% |
| Returns for 3 years | -1.18 | 42.43 | -3% |
| Returns for 5 years | -10.87 | 57.94 | -19% |
| Returns for 10 years | 17.56 | 139.15 | 13% |
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