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VSEAX vs VSMAX
VSEAX vs VSMAX Comparison
Open Charts VSEAX vs VSMAX
JPMorgan Small Cap Equity A
Price$41.77
Change-$1.55 (-3.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
VSEAX vs VSMAX Comparison Chart
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VS
VS
VSEAX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. VSEAX (4.56B). 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 : 13.00 vs. VSEAX (-0.97). VSMAX return over 5 years is better than : 47.01 vs. VSEAX (-17.41).
| 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 | -1.393 | 13.252 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.72 | 1.42 | 50% |
| Returns for 1 year | -0.97 | 13.00 | -7% |
| Returns for 3 years | -19.92 | 11.09 | -180% |
| Returns for 5 years | -17.41 | 47.01 | -37% |
| Returns for 10 years | 0.14 | 115.86 | 0% |
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