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VSEAX vs VSMAX
VSEAX vs VSMAX Comparison
Open Charts VSEAX vs VSMAX
JPMorgan Small Cap Equity A
Price$38.76
Change+$0.96 (+2.54%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
VSEAX vs VSMAX Comparison Chart
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VSEAX vs. VSMAX commentary
May 09, 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: 140B vs. VSEAX (3.69B). VSMAX pays higher dividends than VSEAX: VSMAX (1.56) vs VSEAX (0.21). 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 : -0.07 vs. VSEAX (-12.27). VSMAX return over 5 years is better than : 65.26 vs. VSEAX (-9.12).
| 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 | -9.047 | -8.397 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 140B | 3% |
| Annual Yield % from dividends | 0.21 | 1.56 | 14% |
| Returns for 1 year | -12.27 | -0.07 | 17,041% |
| Returns for 3 years | -14.72 | 20.37 | -72% |
| Returns for 5 years | -9.12 | 65.26 | -14% |
| Returns for 10 years | -12.64 | 88.31 | -14% |
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