Ad is loading...
JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$35.39
Change+$0.71 (+2.05%)
VolumeN/A
Net Assets3.62B
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
JSEZX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSEZX vs. VSMAX commentary
Apr 25, 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 JSEZX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. JSEZX (3.62B). VSMAX pays higher dividends than JSEZX: VSMAX (1.52) vs JSEZX (0.00). JSEZX was incepted earlier than VSMAX: JSEZX (16 years) vs VSMAX (24 years). JSEZX (1.53) is less costly to investors than VSMAX (0.05). JSEZX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (12.00). JSEZX has a lower initial minimum investment than VSMAX: JSEZX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.34 vs. JSEZX (-14.83). VSMAX return over 5 years is better than : 71.79 vs. JSEZX (-7.34).
| JSEZX | VSMAX | JSEZX / VSMAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.53 | 0.05 | 3,060% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -12.468 | -12.239 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 143B | 3% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -14.83 | -2.34 | 633% |
| Returns for 3 years | -26.12 | 4.74 | -551% |
| Returns for 5 years | -7.34 | 71.79 | -10% |
| Returns for 10 years | -20.90 | 79.09 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...