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VSEIX vs VSMAX
VSEIX vs VSMAX Comparison
Open Charts VSEIX vs VSMAX
JPMorgan Small Cap Equity I
Price$56.75
Change-$0.66 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VSEIX vs VSMAX Comparison Chart
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VSEIX vs. VSMAX commentary
Sep 08, 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 VSEIX is a StrongSell and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. VSEIX (4.37B). VSMAX pays higher dividends than VSEIX: VSMAX (1.42) vs VSEIX (0.71). VSEIX was incepted earlier than VSMAX: VSEIX (28 years) vs VSMAX (24 years). VSEIX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than VSEIX: VSMAX (3000) vs VSEIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 14.27 vs. VSEIX (10.68). VSMAX return over 5 years is better than : 48.98 vs. VSEIX (0.47).
| VSEIX | VSMAX | VSEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 6.236 | 5.987 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 149B | 3% |
| Annual Yield % from dividends | 0.71 | 1.42 | 50% |
| Returns for 1 year | 10.68 | 14.27 | 75% |
| Returns for 3 years | -26.42 | -0.35 | 7,510% |
| Returns for 5 years | 0.47 | 48.98 | 1% |
| Returns for 10 years | 15.75 | 103.49 | 15% |
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