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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$59.95
Change-$0.56 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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JSERX vs VSMAX Comparison Chart
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JSERX vs. VSMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. JSERX (4.62B). VSMAX pays higher dividends than JSERX: VSMAX (1.42) vs JSERX (0.88). JSERX was incepted earlier than VSMAX: JSERX (18 years) vs VSMAX (24 years). JSERX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). 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 : 25.54 vs. JSERX (19.83). VSMAX return over 5 years is better than : 53.45 vs. JSERX (3.65).
| JSERX | VSMAX | JSERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 10.507 | 10.898 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 0.88 | 1.42 | 62% |
| Returns for 1 year | 19.83 | 25.54 | 78% |
| Returns for 3 years | -19.64 | 8.91 | -221% |
| Returns for 5 years | 3.65 | 53.45 | 7% |
| Returns for 10 years | 26.39 | 121.55 | 22% |
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