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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$40.91
Change+$0.25 (+0.61%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSEZX vs VSMAX Comparison Chart
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VS
VS
JSEZX vs. VSMAX commentary
Jan 19, 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: 155B vs. JSEZX (4.5B). 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 : 21.26 vs. JSEZX (3.44). VSMAX return over 5 years is better than : 48.99 vs. JSEZX (-19.81).
| 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 | 3.256 | 3.369 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | 3.44 | 21.26 | 16% |
| Returns for 3 years | -17.90 | 17.25 | -104% |
| Returns for 5 years | -19.81 | 48.99 | -40% |
| Returns for 10 years | 0.16 | 127.10 | 0% |
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