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JSERX vs VSMAX
JSERX vs VSMAX Comparison
Open Charts JSERX vs VSMAX
JPMorgan Small Cap Equity R5
Price$53.00
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets3.57B
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Aug 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JSERX (3.57B). VSMAX pays higher dividends than JSERX: VSMAX (1.37) 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 : 9.49 vs. JSERX (-5.75). VSMAX return over 5 years is better than : 54.40 vs. JSERX (-7.45).
| 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 | -3.090 | 0.090 | -3,421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 154B | 2% |
| Annual Yield % from dividends | 0.46 | 1.37 | 33% |
| Returns for 1 year | -5.75 | 9.49 | -61% |
| Returns for 3 years | -8.25 | 24.07 | -34% |
| Returns for 5 years | -7.45 | 54.40 | -14% |
| Returns for 10 years | 10.58 | 109.39 | 10% |
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