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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$39.94
Change-$0.37 (-0.92%)
VolumeN/A
Net Assets3.72B
Vanguard Small Cap Index Admiral Shares
Price$120.04
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
JSEZX vs VSMAX Comparison Chart in %
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JSEZX vs. VSMAX commentary
Aug 26, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. JSEZX (3.72B). VSMAX pays higher dividends than JSEZX: VSMAX (1.37) vs JSEZX (0.00). JSEZX was incepted earlier than VSMAX: JSEZX (17 years) vs VSMAX (25 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 (13.00). 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 : 8.56 vs. JSEZX (-9.09). VSMAX return over 5 years is better than : 62.35 vs. JSEZX (-16.34).
| 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 | 17 years | 25 years | - |
| Gain YTD | 1.742 | 5.231 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 154B | 2% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -9.09 | 8.56 | -106% |
| Returns for 3 years | -9.99 | 31.06 | -32% |
| Returns for 5 years | -16.34 | 62.35 | -26% |
| Returns for 10 years | -2.44 | 129.40 | -2% |
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