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VSEAX vs VSMAX
VSEAX vs VSMAX Comparison
Open Charts VSEAX vs VSMAX
JPMorgan Small Cap Equity A
Price$40.07
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets3.83B
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
VSEAX vs VSMAX Comparison Chart
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VSEAX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. VSEAX (3.83B). VSMAX pays higher dividends than VSEAX: VSMAX (1.48) vs VSEAX (0.20). VSEAX was incepted earlier than VSMAX: VSEAX (30 years) vs VSMAX (25 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 (13.00). 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 : 5.16 vs. VSEAX (-6.88). VSMAX return over 5 years is better than : 52.39 vs. VSEAX (-16.51).
| 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 | 25 years | - |
| Gain YTD | -4.307 | -4.060 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 148B | 3% |
| Annual Yield % from dividends | 0.20 | 1.48 | 14% |
| Returns for 1 year | -6.88 | 5.16 | -133% |
| Returns for 3 years | -14.98 | 16.71 | -90% |
| Returns for 5 years | -16.51 | 52.39 | -32% |
| Returns for 10 years | -9.05 | 96.62 | -9% |
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