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VSEAX vs VSMAX
VSEAX vs VSMAX Comparison
Open Charts VSEAX vs VSMAX
JPMorgan Small Cap Equity A
Price$46.66
Change-$0.44 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
VSEAX vs VSMAX Comparison Chart
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VSEAX vs. VSMAX commentary
Sep 21, 2024
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 VSEAX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. VSEAX (4.62B). VSMAX pays higher dividends than VSEAX: VSMAX (1.42) vs VSEAX (0.72). VSEAX was incepted earlier than VSMAX: VSEAX (30 years) vs VSMAX (24 years). VSEAX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). VSEAX has a lower initial minimum investment than VSMAX: VSEAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. VSEAX (18.25). VSMAX return over 5 years is better than : 53.45 vs. VSEAX (-6.62).
| VSEAX | VSMAX | VSEAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 10.151 | 10.898 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 50% |
| Returns for 1 year | 18.25 | 25.54 | 71% |
| Returns for 3 years | -26.09 | 8.91 | -293% |
| Returns for 5 years | -6.62 | 53.45 | -12% |
| Returns for 10 years | 7.13 | 121.55 | 6% |
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