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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$39.74
Change-$1.47 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JSEZX vs VSMAX Comparison Chart
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VS
VS
JSEZX vs. VSMAX commentary
Dec 19, 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 JSEZX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. JSEZX (4.56B). VSMAX pays higher dividends than JSEZX: VSMAX (1.42) vs JSEZX (0.62). JSEZX was incepted earlier than VSMAX: JSEZX (16 years) vs VSMAX (24 years). JSEZX is a more actively managed with annual turnover of: 22.00 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 : 19.58 vs. JSEZX (3.21). VSMAX return over 5 years is better than : 53.97 vs. JSEZX (-16.30).
| JSEZX | VSMAX | JSEZX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 1.477 | 18.049 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | 3.21 | 19.58 | 16% |
| Returns for 3 years | -18.55 | 15.80 | -117% |
| Returns for 5 years | -16.30 | 53.97 | -30% |
| Returns for 10 years | -0.60 | 125.00 | -0% |
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