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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$55.11
Change-$2.04 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
VSENX vs VSMAX Comparison Chart
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VSENX 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 VSENX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. VSENX (4.56B). VSMAX pays higher dividends than VSENX: VSMAX (1.42) vs VSENX (0.94). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (24 years). VSENX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than VSENX: VSMAX (3000) vs VSENX (15000000). VSMAX annual gain was more profitable for investors over the last year : 13.00 vs. VSENX (2.10). VSMAX return over 5 years is better than : 47.01 vs. VSENX (-6.39).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.641 | 13.252 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 167B | 3% |
| Annual Yield % from dividends | 0.94 | 1.42 | 66% |
| Returns for 1 year | 2.10 | 13.00 | 16% |
| Returns for 3 years | -13.82 | 11.09 | -125% |
| Returns for 5 years | -6.39 | 47.01 | -14% |
| Returns for 10 years | N/A | 115.86 | - |