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VSEAX vs VSMAX
VSEAX vs VSMAX Comparison
Open Charts VSEAX vs VSMAX
JPMorgan Small Cap Equity A
Price$35.40
Change-$1.42 (-3.86%)
VolumeN/A
Net Assets3.68B
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
VSEAX vs VSMAX Comparison Chart
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VSEAX vs. VSMAX commentary
Apr 12, 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 VSEAX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. VSEAX (3.68B). VSMAX pays higher dividends than VSEAX: VSMAX (1.52) vs VSEAX (0.21). VSEAX was incepted earlier than VSMAX: VSEAX (30 years) vs VSMAX (24 years). VSEAX (1.25) is less costly to investors than VSMAX (0.05). VSEAX is a more actively managed with annual turnover of: 19.00 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 : -3.52 vs. VSEAX (-14.03). VSMAX return over 5 years is better than : 71.17 vs. VSEAX (-6.36).
| VSEAX | VSMAX | VSEAX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | -11.405 | -11.735 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 143B | 3% |
| Annual Yield % from dividends | 0.21 | 1.52 | 13% |
| Returns for 1 year | -14.03 | -3.52 | 398% |
| Returns for 3 years | -24.19 | 4.31 | -561% |
| Returns for 5 years | -6.36 | 71.17 | -9% |
| Returns for 10 years | -16.62 | 79.14 | -21% |
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