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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$39.33
Change-$0.94 (-2.33%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JSEZX vs VSMAX Comparison Chart
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VS
VS
JSEZX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JSEZX (4.27B). 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 : 11.25 vs. JSEZX (-4.05). VSMAX return over 5 years is better than : 44.48 vs. JSEZX (-22.77).
| 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 | -0.732 | -0.304 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | -4.05 | 11.25 | -36% |
| Returns for 3 years | -17.11 | 18.86 | -91% |
| Returns for 5 years | -22.77 | 44.48 | -51% |
| Returns for 10 years | -9.68 | 105.78 | -9% |
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