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VSENX vs VSMAX
VSENX vs VSMAX Comparison
Open Charts VSENX vs VSMAX
JPMorgan Small Cap Equity R6
Price$52.98
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets3.57B
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
VSENX vs VSMAX Comparison Chart in %
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VSENX vs. VSMAX commentary
Aug 10, 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 VSENX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. VSENX (3.57B). VSMAX pays higher dividends than VSENX: VSMAX (1.37) vs VSENX (0.51). VSENX was incepted earlier than VSMAX: VSENX (9 years) vs VSMAX (25 years). VSENX (0.75) is less costly to investors than VSMAX (0.05). VSENX is a more actively managed with annual turnover of: 19.00 vs. VSMAX (13.00). 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 : 9.49 vs. VSENX (-5.71). VSMAX return over 5 years is better than : 54.40 vs. VSENX (-7.24).
| VSENX | VSMAX | VSENX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.75 | 0.05 | 1,500% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.074 | 0.090 | -3,403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 154B | 2% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | -5.71 | 9.49 | -60% |
| Returns for 3 years | -8.17 | 24.07 | -34% |
| Returns for 5 years | -7.24 | 54.40 | -13% |
| Returns for 10 years | N/A | 109.39 | - |
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