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JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$38.80
Change+$0.48 (+1.25%)
VolumeN/A
Net Assets3.59B
Vanguard Small Cap Index Admiral Shares
Price$115.64
Change+$1.76 (+1.55%)
VolumeN/A
Net Assets153.28B
JSEZX vs VSMAX Comparison Chart in %
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JSEZX vs. VSMAX commentary
Aug 06, 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: 153B vs. JSEZX (3.59B). 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 : 7.88 vs. JSEZX (-9.92). VSMAX return over 5 years is better than : 53.59 vs. JSEZX (-19.80).
| 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 | -3.281 | -0.945 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 153B | 2% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -9.92 | 7.88 | -126% |
| Returns for 3 years | -16.69 | 22.27 | -75% |
| Returns for 5 years | -19.80 | 53.59 | -37% |
| Returns for 10 years | -11.07 | 108.17 | -10% |