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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$53.36
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets3.5B
Vanguard Small Cap Index Admiral Shares
Price$123.74
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Oct 07, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JSERX (3.5B). 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: 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 : 9.34 vs. JSERX (-10.32). VSMAX return over 5 years is better than : 60.78 vs. JSERX (-8.36).
| 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 | -2.322 | 7.523 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.34 | 35% |
| Returns for 1 year | -10.32 | 9.34 | -111% |
| Returns for 3 years | 3.95 | 48.42 | 8% |
| Returns for 5 years | -8.36 | 60.78 | -14% |
| Returns for 10 years | 15.17 | 134.04 | 11% |
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