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JSERX vs VSMAX
JSERX vs VSMAX Comparison
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JSERX vs VSMAX Comparison Chart in %
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JSERX vs. VSMAX commentary
Aug 03, 2026
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: 189B vs. JSERX (2.68B). VSMAX pays higher dividends than JSERX: VSMAX (1.21) vs JSERX (0.40). JSERX was incepted earlier than VSMAX: JSERX (20 years) vs VSMAX (26 years). JSERX (0.84) is less costly to investors than VSMAX (0.05). JSERX is a more actively managed with annual turnover of: 52.00 vs. VSMAX (17.00). 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 : 22.58 vs. JSERX (-6.85). VSMAX return over 5 years is better than : 35.11 vs. JSERX (-34.49).
| JSERX | VSMAX | JSERX / VSMAX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 10.646 | 14.588 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 189B | 1% |
| Annual Yield % from dividends | 0.40 | 1.21 | 33% |
| Returns for 1 year | -6.85 | 22.58 | -30% |
| Returns for 3 years | -7.85 | 43.42 | -18% |
| Returns for 5 years | -34.49 | 35.11 | -98% |
| Returns for 10 years | 6.74 | 155.96 | 4% |
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