Ad is loading...
JSEZX vs VSMAX
JSEZX vs VSMAX Comparison
Open Charts JSEZX vs VSMAX
JPMorgan Small Cap Equity R2
Price$35.03
Change-$2.42 (-6.46%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
JSEZX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSEZX vs. VSMAX commentary
Apr 04, 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: 153B vs. JSEZX (3.96B). VSMAX pays higher dividends than JSEZX: VSMAX (1.52) vs JSEZX (0.00). JSEZX was incepted earlier than VSMAX: JSEZX (16 years) vs VSMAX (24 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 (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 : 1.20 vs. JSEZX (-10.47). VSMAX return over 5 years is better than : 115.95 vs. JSEZX (14.80).
| 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 | 16 years | 24 years | - |
| Gain YTD | -5.477 | -5.824 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 153B | 3% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -10.47 | 1.20 | -869% |
| Returns for 3 years | -23.49 | 6.53 | -360% |
| Returns for 5 years | 14.80 | 115.95 | 13% |
| Returns for 10 years | -15.19 | 91.10 | -17% |