Ad is loading...
Ad is loading...
VSEIX vs VSMAX
VSEIX vs VSMAX Comparison
Open Charts VSEIX vs VSMAX
JPMorgan Small Cap Equity I
Price$61.52
Change-$0.60 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
VSEIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSEIX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. VSEIX (4.63B). VSMAX pays higher dividends than VSEIX: VSMAX (1.42) vs VSEIX (0.71). VSEIX was incepted earlier than VSMAX: VSEIX (29 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 : 30.28 vs. VSEIX (23.37). VSMAX return over 5 years is better than : 55.62 vs. VSEIX (3.34).
| VSEIX | VSMAX | VSEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 13.842 | 15.803 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 0.71 | 1.42 | 50% |
| Returns for 1 year | 23.37 | 30.28 | 77% |
| Returns for 3 years | -24.08 | 4.74 | -508% |
| Returns for 5 years | 3.34 | 55.62 | 6% |
| Returns for 10 years | 21.80 | 123.30 | 18% |